Resources

Select and Save Report Filters (Video Demonstration)

Format a Report and Other Functions Using the Report Icons (Video Demonstration)

Filter within a Report (Video Demonstration)

Intro to Workday Financials Journal (Video Demonstration)

Intro to Workday Financials FDM Reference Report (Video Demonstration)

The view of the Account Certification Awaiting Me and the Account Certification Awaiting Me – Detailed reports are limited to 100 Account Certifications on the Account Certification Actions dashboard.    However if you follow these steps, you can get your full list of the Account Certification that are awaiting you.

On the Account Certification Actions Dashboard

1. Scroll to the bottom of the Account Certification Awaiting Me or the Account Certification Awaiting me- Details report.

This Quick Reference Guide (QRG) is designed to answer some potential questions that may arise concerning ordering from America To Go.

This Quick Reference Guide (QRG) is designed to provide you with information about providing feedback for a direct report or another employee

This Quick Reference Guide (QRG) informs Procurement Shoppers how and when to close a purchase order and/or request to close a purchase requisition in Workday and the effect on commitment and obligation reporting. It also covers how to request a mass close.

A schedule of upcoming BOV meetings can be found on the BOV Website.

Past meetings can be found on the BOV website.

This book is intended to provide our Board of Visitors with a high-level overview of the University of Virginia. It is a living document updated annually in July.  The book is a great resource for anyone at UVA.  Access the Board Basics Book.

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the process of 
creating a non-catalog requisition template in Workday, which can be used to automatically populate several 
key fields when creating a non-catalog requisition instead of manually entering them

This Quick Reference Guide (QRG) is designed to walk a Multi-Funding Source Manager (Projects) through project funding set-up in Workday.  The Multi-Funding Source Manager (Projects) role is given on a very limited basis.  If you do not have the role and think you should have the role, please talk with someone in your dean’s office or your unit’s finance office before requesting the role. 

Slides for the Projects & Multi-Funding Source Management - Refresher for MFS Manager

This Quick Reference Guide (QRG) is designed to walk a user through how to Review the Invitation Status of the registration invitation that was sent out to the supplier/individual payee.

This Quick Reference Guide (QRG) is designed to walk a user through the Search for a Payee in our PaymentWorks supplier management portal.

This Quick Reference Guide (QRG) is designed to walk a user through the Payee Registration Steps to provide a basic knowledge to be able to help the invited payee should they have questions on how to complete their registration.

This Quick Reference Guide (QRG) is designed to answer some potential questions that may arise during the PaymentWorks registration process.