How to expense gifts in Workday
Resources
How to expense Day Trip Meals in Workday Expenses
How to expense sympathy flowers and gifts in Workday Expenses
How to keep candidate names private when expensing business meals
How to use Student Program Costs in Workday Expenses
Understanding Facilities & Administration
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All Workday expense items and their descriptions.
UBI to Workday Reports Crosswalk (QRG)
Use this crosswalk to find Workday equivalents for commonly used financial reports in University Business Intelligence (UBI) Reporting. The guide highlights differences in data timing between Workday’s real-time reports and UBI Analytics reports, which use a daily refreshed data set.
University Foundations can use UVA Fund’s services to collect and process gifts and donations as the funds do not belong to the University, they are deposited into Foundation bank accounts. If the monies the event is collecting are University funds, deposited into University revenue projects, then UVA Fund cannot function as a processor for your event (see Policy FIN-016: Receiving and Depositing Cash and Other Monetary Instruments) as the funds are required to be deposited directly into University Bank Accounts.
The Payment Card Industry has addressed access to cardholder data through the Standards and identify what screening that potential employees must pass in order to gain access to cardholder data including reports. This standard is required for EMPLOYEES and recommended even if the employee is a cashier and exposed to one card at a time.
12.7 Screen potential personnel prior to hire to minimize the risk of attacks from internal sources. (Examples of background checks include previous employment history, criminal record, credit history, and reference checks.)
At Elavon, the credit is processed and submitted to the bank along with the settlement.
Per Visa and MasterCard Regulations, the Bank has up to 30 days to apply a credit/refund to their cardholder’s account. This is not something that we can control.
Credit card purchases, unlike purchases made with cash or a check come with the right by the Cardholder to question any amount billed to their account. These rights of dispute are provided under the Fair Credit Billing Act. What this means for a merchant is that charges that you took in good faith may end up being reversed for a number of reasons.
State guidelines require that supporting documentation is maintained for three years plus the current year (see University Records Management). The complete cardholder account number and security code need to be eliminated from any document as soon as there is no business need for the information (within 90 Days [PCI]). You may retain a maximum of the first six and the last four digits of the account number with the documentation for the record retention period, but never the Security code (CVV2).