April 8, 2025, 4:45 pm: The T&E Card Change Request form is failing intermittently. We are working with ITS to address the issue. In the meantime, please send us an email with the information the form requests to askfinance@virginia.edu
Resources
Auxiliary Units are units that provide goods or services to students, faculty or staff for a fee. They are units that are required to be self-supporting meaning they must bring in enough money to cover their costs.
How can I tell if my area is an Auxiliary?
If your area is part of an academic unit within a school, you are not an auxiliary.
As of April 1, 2025
This Quick Reference Guide (QRG) walks Employees and Delegates through the process of e-mailing receipts for expense reports directly to Workday. (As of October 1, 2024)
This Quick Reference Guide (QRG) is designed to walk users through using the Time Limited column
in the Workforce Planning sheet in Adaptive Planning.
QRG_AdaptivePlanning_TimeLimited.pdf358.65 KB
See the full process of remote deposits from scanning the check to any corrections that need to be made to the Ad Hoc Bank Transaction.
Remote Deposit Process (1).pdf110.35 KB
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 QRG will walk you through how to create multiple customer invoices using the bulk upload process.
Moody's AAA Rating Report 2024
Final June 2023 Finance Committee Slide Deck
Final June 2024 Finance Committee Slide Deck
Fiscal Year 2025 Budget Book by MBU, approved June 7, 2024.
FY25 Budget Book Final.pdf909.3 KB
This Quick Steps guide provides the overall steps to submit an expense report. For detailed steps and more
information, see the Create Expense Report Quick Reference Guide (QRG)
Presented to Summer Intern Cohort 2024
ETF 23-24 Commitments Spending Summary
This Quick Reference Guide (QRG) walks Employees through using the Expenses Hub app. The Expenses Hub
should automatically display in your list of Apps under Menu. If it is not displayed, you can add it via the
Add Apps button at the bottom of the Apps menu (Menu > Apps).
QRG_Expenses Hub (1).pdf499.7 KB
1. Gift cards for employees should NOT be purchased through the punchout. Employee gift cards must be purchased via a T&E Card and reconciled in the Expense module to comply with tax reporting requirements.
Note: If multiple gift cards with varying values are purchased in a single transaction, they must be itemized in the expense report to ensure accurate taxation for the employees.