This video demonstrates how to perform a refund for a customer.
Resources
Customer Accounts Refund (Video Demonstration)
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.
No. Please refer to the Goods & Services Guide for preferred payment methods. Payments should be made by PO, Supplier Invoice Request, T&E card, or personal credit card/cash for reimbursement.
Goods and services purchased with a gift card, airline miles, unused ticket credits, credit card points, or similar are not reimbursable.
Accounting Journals & Accounting Adjustments (Video Demonstration)
Watch a step-by-step demonstration of creating and processing Accounting Journals and Accounting Adjustments in Workday. This video guides users through the key steps for entering, reviewing, and submitting accounting transactions accurately.
View and Edit Accounting Journal (Video Demonstration)
This video demonstrates how to view and edit Accounting Journals in Workday.
Reverse Accounting Journal (Video Demonstration)
This video demonstrates how to reverse an Accounting Journal.
Accounting Journals Manually (Video Demonstration)
Watch a step-by-step demonstration of manually creating and submitting Accounting Journals in Workday. This video guides users through entering and reviewing journal entries to support accurate and efficient accounting.
Accounting Journals Bulk Load (Video Demonstration)
Watch a step-by-step demonstration of using the Accounting Journals Bulk Load process in Workday. This video guides users through preparing, uploading, and submitting journal entries efficiently and accurately.
Account Certification Variance (Video Demonstration)
Watch a step-by-step demonstration of reviewing and addressing Account Certification variances in Workday. This video guides preparers through identifying variances and completing the necessary steps to support accurate account certification.
Account Certification Preparer (Video Demonstration)
Watch a step-by-step demonstration of the Account Certification process in Workday. This video guides preparers through reviewing and completing account certifications, helping ensure financial activity is accurate and properly documented.
Account Certifications Approver (Video Demonstration)
Watch a step-by-step demonstration of the Account Certification approval process in Workday. This video guides approvers through reviewing account certifications and completing the approval process to support accurate and timely financial reporting.
Select and Save Report Filters (Video Demonstration)
This video demonstrates how to select and save Report filters in Workday.
Format a Report and Other Functions Using the Report Icons (Video Demonstration)
This video demonstrates how to format a Report and other functions using the Report icons.