Resources

This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist or a Customer Contract Specialist through the process of printing and/or emailing a Customer Invoice. The Accounts Receivable Specialist in Central Finance sends customer invoices created the day before to the customers each morning. There are times when a Customer Billing Specialist or a Customer Contract Specialist may want to send/email the customer invoice to the customer, or you need a copy of an invoice that has already been sent/emailed.

This Quick Reference Guide (QRG) is designed to walk a Customer Billing Specialist and Contract Billing Specialists through the process of emailing a Consolidated Customer Invoice in Workday. Workday enables users to consolidate up to 1,000 individual invoices into 1 invoice. This helps simplify presentation and payment. You can use the Create Consolidated Customer Invoice task to create a Consolidated Customer Invoice. Once consolidated invoices are created, it can be emailed to Customers using the Email Consolidated Customer Invoice task.

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 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.

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.