Resources

Review Gift Requests (Video Demonstration)

Review Gift Requests (Video Demonstration) 

Create Gift Request (Video Demonstration)

This video demonstrates how to create a Gift Request.

 

View Gift Reports (Video Demonstration)

This video demonstrates how to view Gift Reports in Workday.

 

Cancel Expense Report (Video Demonstration)

This video demonstrates how to cancel an expense report. 

 

View Expense Report (Video Demonstration)

This video demonstrates how to view an Expense Report.

 

Edit Expense Report (Video Demonstration)

This video demonstrates how to edit an Expense Report.

 

Change Expense Reports (Video Demonstration)

This demonstration details how to change expense reports that have already been submitted, but not yet paid. 

 

Customer Accounts Credit and Rebill (Video Demonstration)
This video demonstrates the Credit and Rebill process for Customer Accounts.
Create a Customer Invoice (Video Demonstration)

This video demonstrates how to create a Customer Invoice.

Create a Customer (Video Demonstration)

This video demonstrates how to create a customer in Workday.

Customer Accounts Add Customer Contact and Manage Document Delivery (Video Demonstration)

Customer Accounts Add Customer Contact and Manage Document Delivery (Video Demonstration)

Customer Accounts Refund (Video Demonstration)

This video demonstrates how to perform a refund for a customer.

Print and Email Customer Statement (Video Demonstration)

This video demonstrates how to print and email Customer Statements.

 

Customer Accounts Print and Email Customer Invoice (Video Demonstration)

This video demonstrates how to print and email the Customer Invoice (after creation) to the Customer.

Customer Accounts Print and Email Consolidated Customer Invoice Statement (Video Demonstration)

Customer Accounts Print and Email Consolidated Customer Invoice Statement (Video Demonstration)

Customer Accounts Edit Customer and Change Customer Summary (Video Demonstration)

This video demonstrates how to edit a Customer and change a Customer Summary.

Customer Accounts Customer Portal (Video Demonstration)

This video demonstrates how you can request a customer portal account be created for your respective customer.

 

Customer Accounts Customer Invoice Adjustment (Video Demonstration)

This video demonstrates how to adjust an Customer Invoice.

 

Ad Hoc Bank Transaction Merchant Account (Video Demonstration)

This video demonstrates how to perform an ad hoc bank transaction for a merchant account deposit.

 

Ad Hoc Bank Transaction Department Deposit (Video Demonstration)

This video provides details on how to perform an ad hoc bank transaction for a department deposit.