Workday Job Aids & Demo Videos - Finance
NOTICE: JOB AIDS MOVING TO WORKDAY HELP
Finance Job Aids are transitioning to Workday Help as Help Articles. The most updated and comprehensive collection of Help Articles can be found directly in Workday. This webpage will expire on December 31, 2024. To access Help Articles, navigate to your menu in Workday and click on the 'Help' app or search by topic directly in the Workday search bar.
This page includes job aids and demo videos related to Finance. Review job aids and demo videos related to Getting Started with Workday, Human Resources (HR), and Student Employment through the links below.
Job aids provide step-by-step instructions with screenshots of particular tasks in Workday. Once opened in the web browser, please open in the desktop app to optimize viewing. Demo videos are a video version of a job aid.
Finance
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General
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Topic |
Resource |
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How to Access Workday Strategic Sourcing |
Contracts
RFP's and Bids
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Topic |
Resource |
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How to Submit a RFP Request |
How to Submit a RFP Request Job Aid |
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How to Complete Bid Evaluations |
How to Complete Bid Evaluations Job Aid |
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How to Answer Supplier Questions in the Message Center |
How to Answer Supplier Questions in the Message Center Job Aid |
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How to Use the Events Dashboard |
How to Use the Events Dashboard Job Aid |
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How to Use the Project Dashboard |
How to Use the Project Dashboard Job Aid |
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How to Compare and Analyze Supplier Bids |
How to Compare and Analyze Supplier Bids Job Aid |
Supplier Performance Reviews
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Topic |
Resource |
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How to Request and Complete a Supplier Performance Review |
How to Request and Complete a Supplier Performance Review Job Aid |
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Travel
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Topic |
Resources |
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CTP Lightning - Getting Started |
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CTP Lightning - How to Book Travel |
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CTP Portal and Lightning |
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CTP Lightning - Air Bookings |
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CTP Lightning - Booking Cars or Hotels Only |
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CTP Lightning - Add a Car Only |
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CTP Lightning - Add a Car or Hotel |
Expense Reports
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Topic |
Resources |
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Create an Expense Report |
Create an Expense Report Job Aid |
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Update Expense Reimbursement Payment Election |
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Add Per Diem to an Expense Report |
Add Per Diem to an Expense Report Job Aid |
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Add Worktags to an Expense Report |
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Itemize Your Expenses |
Itemize Your Expenses Job Aid |
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View an Existing Expense Report |
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Add the Expenses Hub App |
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Create an External Committee Member (CCA only) |
Create an External Committee Member (CCA Only) Job Aid |
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Create an Expense Report for a Guest (CCA only) |
Create an Expense Report for a Guest (CCA Only) Job Aid |
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Create an Expense Report for a Worker (CCA only) |
Create an Expense Report for a Worker (CCA Only) Job Aid |
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Close Travel Booking Records |
Expense Cards (Formerly Pcards) & Declining Balance Cards
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Topic |
Resources |
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Expense Card Reconciliation |
Expense Card Reconciliation Job Aid |
Spend Authorizations (Cash Advances)
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Topic |
Resources |
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Create a Spend Authorization |
Create a Spend Authorization Job Aid |
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Spend Authorization Reconciliation |
Spend Authorization Reconciliation Job Aid |
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View an Existing Spend Authorization |
View an Existing Spend Authorization Job Aid |
Expense Approvals
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Topic |
Resources |
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Reviewing/Approving Expense Reports |
Reviewing/Approving Expense Reports Job Aid |
Suppliers
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Topic |
Resources |
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Create a Supplier Invoice Request |
Create a Supplier Invoice Request Job Aid |
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Request a New Supplier |
Request a New Supplier Job Aid |
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Request a Supplier Change |
Request a Supplier Change Job Aid |
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View an Existing Supplier |
View an Existing Supplier Job Aid |
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How to Look for Payment Status on a Supplier Invoice |
How to Look for Payment Status on a Supplier Invoice Job Aid |
Requisitions
Managing Your Orders
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Topic |
Resources |
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Approving Supplier Invoices |
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Change Order |
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Managing Your Orders |
Managing Your Orders Job Aid |
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View Purchase Order Balance |
Tech Acquisitions
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Topic |
Resources |
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Tech Acquisitions |
Internal Service Delivery
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Topic |
Resources |
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How to Create an Internal Service Delivery |
How to Create an Internal Service Delivery Job Aid |
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How to Find Internal Service Deliveries |
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Topic |
Resources |
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Assign Temporary Costing Allocation |
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Assign Costing Allocation - Tenure track faculty, affiliate faculty, admin prof (AP) and hourly staff |
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Assign Costing Allocation - Visiting faculty, adjunct admin prof (AP), temp hourly, and student employees |
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Adjust Accounting on a Supplier Invoice |
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Create a Department Journal Entry Request |
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How to Create Budget Amendment for Organization in Workday (Internal Faculty or Student Grants) |
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How to Create Budget Amendment for Organization in Workday |
How to Create Budget Amendment for Organization in Workday |
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Report: Department Labor Distribution |
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Report: Divisional General Budget Balance Available |
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Report: Financial Reports Tips & Tricks |
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Report: General Fund Base Budget |
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Report: General Fund Budget to Actuals |
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Report: Monthly Other Operating Budget to Actuals |
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Report: Purchase Order Balance |
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Report: Sources and Uses of Funds |
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Submit Effort Certification for Federal Grants in Workday |
Submit Effort Certification for Federal Grants in Workday Job Aid |
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Transfer Requests Placements |
Cash Sales (Department Deposits)
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Topic |
Resources |
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Cash Sales/Department Deposits - Checks |
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Cash Sales/Department Deposits - Credit Cards |
Customer Invoice
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Topic |
Resources |
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Record Cash Sale |
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Invoicing Instructions |
Business Assets & Projects
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Topic |
Resources |
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Edit Project Completion and Other Project Details |
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Closing a Project |
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Navigating and Filtering Project Status Reports |
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View Purchase Orders by Project |
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Viewing Project Budget vs Actual Reports |
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How to View Your Department's Business Assets and Request an Asset Transfer |
How to View Your Department's Business Assets and Request an Asset Transfer Job Aid |
Review job aids and demo videos related to Getting Started with Workday, Human Resources (HR) and Student Employment: