Procurement
1. Create Supplier Invoice Request
a. Use these step-by-step instructions to complete the ‘Create Supplier Invoice Request’ task in Workday.
Expense Management
1. Enter Payment Elections
a. Use these step-by-step instructions to enter your payment elections in Workday.
2. Create Expense Report (Choose one of the following options based on which you think is most relevant to you in your role):
a. Use these step-by-step instructions to complete the “Create Expense Report” (for self) task in Workday.
b. Use these step-by-step instructions to complete the “Create Expense Report for Worker” (on behalf of someone else) task in Workday.
Delegations (Choose one of the following options based on which you think is most relevant to you in your role):
1. Delegate the “Create Expense Report” Task Initiation
a. Use these step-by-step instructions to delegate the ability to initiate the “Create Expense Report” task on your behalf.
2. Delegate Expense Report Approval Authority
a. Use these step-by-step instructions to delegate approval authority for expense reports.
Reporting
1. Navigate to the “Custom Reports – UGAF" Dashboard in your MENU.
2. Create and save a filter for one of the following reports: Gift Profile Report – UGAF, Find Journal Lines – UGAF, or Budgets vs. Actuals – Unrestricted Budget Hierarchy – UGAF.
a. Use these step-by-step instructions to create and save a report filter in Workday.