Workday Finance Job Aids

Procurement

Commercial Card Reconciliation Training

Recording of Commercial Card Reconciliation Training

Requisition-Purchase-Orders-Presentation  

Job Aids

• Create-Receipt-to-Purchase-Order
• Using Gifts when Creating a Requisition
• Create-Requisition
• Cost Center Manager Approvals 
• Cost Center Management Request Form 
• Cost Center Spending and Contract Approval Policy 

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Suppliers

Supplier-Request-and-Supplier-Invoices-Presentation

Job Aids

• Create-Supplier-Invoice-Request
• Create-Supplier-Request  

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Expenses

Spend-Authorization-Expenses-Presentation

Job Aids

• Spend-Authorization
• Create-Travel-Expense-Report
• Create-Travel-Expense-Report-via-Workday-Mobile  

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Chart of Accounts (General Ledger)

Recording of General Ledger Training

Job Aids

• MU Ledger Roadmap of Accounts

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Award/Grant Management in Workday

Recording of Grants/Gift Management Training

Job Aids

• Grant/Award Management Workflow
• Create-Award
• Create-Grant
• Create-Sponsor
• Final-Approvals
• Closing-an-Award
• Maintain-Award-Budget-Hub
• Submit-Plan