Welcome to the Workday Finance Help Center! Here, you will find a collection of articles to assist you with various financial tasks, including managing expense reports, handling grants, using P-cards, navigating purchasing and contracts, and understanding university travel policies.
Learn how the approvals flow works in Workday, including the approval process, common uses for approvals, and how to track the status of your approval tasks. Stay informed and ensure your requests are processed smoothly and efficiently.
This article provides an overview of the change of what a cost center is in Workday and provides links to Cost Center and Object Code Crosswalk tools.
The article provides guidance on submitting expense reports in Workday, including p-card transactions, and instructions for supervisors on reviewing and approving expense reports, as well as delegating approval responsibilities during absences.
Learn how to select and enter foundation account details in Workday.
This article details the transition of grant management to Workday.
This article addresses the continued use of ISRS alongside Workday until 2027.
This article covers P-card management in Workday, including reconciliation of transactions, approvals by supervisors, transitioning from Wells Fargo to U.S. Bank cards, and instructions for requesting or replacing a P-card.
Procedure for reconciling purchasing card transactions and uploading receipts for approval.
This article covers purchasing procedures in Workday, including requisitions and purchase orders (POs).
A reference list of report names from ISRS and what the equivalent is in Workday.
Requests for travel authorizations and special expenses are now made in Workday using the Spend Authorization feature.
This article explains the new travel authorization process in Workday, now referred to as spend authorizations.
Access financial information in Workday using the "RPT00092 Budget vs Actuals by Company with Encumbrances" report.