Resources

When billing someone outside the University for goods or services provided by the University, a customer invoice needs to be created. The first step is to Create a Customer. Once the Customer is active in Workday, an invoice can be created.

This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist, Customer Contract Specialist, or Customer Administrator through the process of creating a customer in Workday

This Quick Reference Guide (QRG) is designed to walk a Procurement Shopper through the steps to create a supplier invoice request in Workday.

This Quick Reference Guide (QRG) is designed to walk employees through the process of adding, deleting, and viewing tags and comments on transactions in Workday. The tag and comment functionalities allow users who have access to certain objects (i.e. requisitions) or are involved in a transaction or business process (i.e., approvers) to communicate and collaborate with others.  The tagging functionality is available in the Activity Stream. 

This Quick Reference Guide (QRG) is designed to walk an employee through editing their “Deliver-To” location and changing their Work Space. Changing a Work Space changes the “Deliver-To” location on your profile, which will then automatically populate on transactions such as requisitions. Another way to change your “Deliver-To” location is by editing the field in the transaction before it is submitted. By the end of this QRG, users will be able to successfully change their identified Work Space and edit their “Deliver-To” location.

To effectively control and account for: 1) the permanent transfer of equipment assets to UVA, or 2) the permanent transfer of UVA equipment assets to another institution.

This procedure covers the preparation of a Bank Deposit by persons designated as having the authority to make deposits directly to a local branch of the University's bank. This procedure does not cover preparation of a deposit for processing by the University Cashier’s Office.

This procedure covers the preparation of a deposit of cash (checks, currency and coin) with the University's Cashier’s Office. This procedure does not cover the preparation of a Bank Deposit by persons designated as having the authority to make deposits directly to a local branch of the University's bank.

The attached pdf provides information on Fund Balance Ownership through the transition to Workday Financials.

This guide is intended to provide detailed transaction information on funds transfers occurring across the University of Virginia. As updates are made to the document, a new version is distributed showing an updated version date in the header.

F&A Distribution by Project for FY22, in Excel spreadsheet format (.xls or .xlsx).

This Quick Reference Guide (QRG) is designed to walk an Expense Support Specialist through the approval process in Workday for Supplier Invoice Requests for non-employees.

These procedures apply to University departments, divisions or schools who extend credit for goods or services to students, faculty, staff and other customers, or that handle collections of accounts receivable including student receivables managed by Student Financial Services (SFS). These procedures do not cover accounts receivable managed by the Office of Sponsored Programs (OSP) or gift pledge receivables which are managed through University Advancement.

Financial Reporting & Operations (FR&O) is responsible for maintenance and administration of this procedure. FR&O, in conjunction with Facilities Management (FM) Finance, is responsible for ensuring that this procedure is followed whenever capitalized projects are created and/or funded.

This Visiting Student Scholar Agreement (“Agreement”) is made by and between The Rector and Visitors of the University of Virginia for the University of Virginia School of _________ (“UVA”) and ________________________ (“School”) (each hereinafter an “Institution”).

Template for generating a UVA invoice for goods & services.

SESAC Performance License for Colleges and Universities. Access to this form requires Netbadge

University of Virginia Form ST-9A Virginia Retail Sales and Use Tax Worksheet and Instructions For INTERNAL use only

General Agreement for Academic Cooperation and Exchange (“Agreement”) to foster international cooperation in education and research.