Resources
This Quick Reference Guide (QRG) provides a step-by-step process of manually sourcing a requisition that includes a zero-dollar line. A requisition that contains a zero-dollar line will NOT be automatically sourced into a Purchase Order but will need to be manually sourced instead. The requisitioner can perform this action once all necessary approvals have been obtained. By the end of this QRG you will be equipped to manually source a zero-dollar line requisition that you have created.
Steps for ordering gift cards from Blackhawk's Punchout
The deposit form is to be used by department who do not have access to a remote deposit scanner either in their department or in their school/unit. Check with your school/unit's finance department to see if another department has a remote deposit scanner. Deposits should only be in the form of a check. We do not accept Cash. Cash should be taken to the bank.
This Quick Reference Guide (QRG) is designed to walk through the process of stopping a check payment to a supplier. A stop payment request may be made for several reasons: Incorrect address, need to change payment from check to ACH, check was never received or was lost, payment was made in error, etc. By the end of this QRG you should be able to submit a Stop Payment form with all the needed information.
ETF 24-25 Commitments Spending Summary as of November 7, 2024
What's a Match Exception?
When your Workday purchase order lines and corresponding supplier invoice lines do not have the same price and/or quantity or your purchase order totals and invoice totals do not have the same price and/or quantity, you get a match exception.
It's important to be proactive with match exceptions -- don't ignore the notifications you receive about one of your invoices being under match exception, because invoices under match exception can't be paid. This means the suppliers you use won't receive payment.
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.
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.
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