Resources

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.

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

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

Guidelines for some of the most common transactions occurring in Workday, with the purpose of establishing consistent accounting methodology across UVA.  

This QRG is designed to walk users through pulling a report that will show them all payroll journal lines that hit the “suspense account” set up for their cost center.

This form describes how to tell which registration form to use in PaymentWorks when inviting an entity to register

This resource explains how to search for a supplier or person in PaymentWorks

This QRG is designed to walk employees who have the EDW_P_Finance role with duplicating and editing an 
existing sheet in a UBI Analytics module to create a new personalized My sheet. Publishing, unpublishing and 
deleting a My sheet is also covered.

As the Preparer for Account Certification, you can work on the Account Certification until you press Submit and send it forward to the Approver.  If for some reason you find that an Account Certification is no longer available to you, but you still need to work on it, the only option is to have the Approver send it back to you.  Unfortunately, the Central Finance Account Certification team cannot step in and send the Account Certification back to you.  You will need to contact the Approver, and ask them to open the Account Certification and select the Send Back button. <

Please find the FY2023 ETF status report as of 04/06/23.  

Crosswalk Mapping GI Object Code to Workday Spend Revenue Category Object Class Ledger

Crosswalk Mapping Fundsource to Fund

This Quick Reference Guide (QRG) is designed to help employees navigate the UBI module, Workday NACUBO Function Analysis

This document describes the gift worktag.