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Type Guide Description
Google Sheets icon How Do I Purchase...?   
Google Sheets icon Expenses and Procurement Transactions FAQ   
Icon of a blue document with a folded corner and white text lines. Spend-related Business Process Workflow A graphical and table view of the order of approvals for spend transactions.
Icon of a blue document with a folded corner and white text lines. Supplier Registration Request Notification Process Changes A note on enhancements made to the supplier registration request process, providing additional Workday alerts to supplier requesters.
Red PDF document icon with folded top-right corner. Create Supplier Invoice Request  A guide for submitting invoices for payment that are under $5,000 and the supplier record already exist in Workday. Commonly referred to as an "SIR".
Video icon of a film strip with a play button in the center Create Supplier Invoice Request A video guide on how to submit invoices for payment that are under $5,000.
Red PDF document icon with folded top-right corner. Create Spend Authorization (also used for Cash Advance requests) A guide on how to submit a spend authorization request, which is an optional task to seek preapproval for expected expenses. The spend authorization is also used to request for cash advances.
Video icon of a film strip with a play button in the center Create Spend Authorization (also used for Cash Advance Requests) A video guide demonstrating how to submit a spend authorization request, which is an optional task to seek preapproval for expected expenses. The spend authorization is also used to request for cash advances.
Red PDF document icon with folded top-right corner. Submitting Multiple Invoices for an Open/Blanket Purchase Order   
Icon of a blue document with a folded corner and white text lines. How to Submit an Honorarium Payment  A guide on how to submit an honoraria payment request.
Icon of a blue document with a folded corner and white text lines. Checking Supplier Invoice Payment Status  A guide on how to check the payment status of a supplier invoice you have submitted.
Icon of a blue document with a folded corner and white text lines. Create Non-Payroll Student Payments (Reimbursements, Stipends, Awards) How to submit student reimbursements, student stipends, or student awards.
Red PDF document icon with folded top-right corner. Student Stipend Taxability Notice  A notice required to be provided to students receiving stipends.
Red PDF document icon with folded top-right corner. Create Expense Report  A guide for submitting out of pocket reimbursements, or reconciling T-card transactions using the Expense Report functionality.
Video icon of a film strip with a play button in the center Create Expense Report  A video guide for submitting out of pocket reimbursements, or reconciling T-card transactions using the Expense Report functionality.
Icon of a blue document with a folded corner and white text lines. View/Edit Your Expense Reports A guide on how to view all expense reports you have submitted, along with how to action on any draft or in-progress expense reports.
Red PDF document icon with folded top-right corner. How To Tell Whether Expense Report Is A Reimbursement  
Icon of a blue document with a folded corner and white text lines. Receipt Requirements   
Icon of a blue document with a folded corner and white text lines. Mileage Reimbursement Matrix  
Red PDF document icon with folded top-right corner. Using Mileage with Distance Calculation Expense Item  A guide on how to use the Distance Calculation functionality to get reimbursed for mileage in an expense report.
Red PDF document icon with folded top-right corner. Expense Reports - ADA Travel A guide on how to complete an expense report for ADA travel.
Red PDF document icon with folded top-right corner. How To Find Expense Reports For A Cost Center For users that have reporting access to one or more Cost Centers (including Cost Center Hierarchies), this guide shows you how to view expense reports by Cost Center for any specified transaction date range.
Alt text: Google Slides icon. The Procurement Card Verification Guide An in-depth guide on the P-card transaction verification process, including explanation of the workflow, common issues, and verifying P-card transactions as a delegate.
Red PDF document icon with folded top-right corner. Verify Procurement Card Transactions This is a step by step guide for on how to reconcile your P-card transactions in Workday using the Verify Procurement Card Transactions task.
Icon of a blue document with a folded corner and white text lines. View/Edit your P-card Transaction Verifications

How to view or edit P-card Transaction Verifications you have created.

This is especially useful if you began a verification but did not submit it, and want to go back in to complete and submit the transaction verification.
Red PDF document icon with folded top-right corner. Allowable Transactions on P-Card vs T-Card  Quick guide on what transactions are allowable on each card type.
Icon of a blue document with a folded corner and white text lines. Setting Up AP Payment Election  How to set up direct deposit for out of pocket reimbursements.
Type Guide Description
Google Sheets icon Workday Chart of Accounts Chart of Accounts + Revenue and Spend Category information
Alt text: Google Slides icon. The FTAR Guide What is an FTAR (Financial Transaction Adjustment Request) and how do you submit one?
Red PDF document icon with folded top-right corner. Transfer Accounting Matrix A guide on which ledger account and spend/revenue category to use for various types of fund transfers.
Video icon of a film strip with a play button in the center Adding a Memo to a Completed Transaction How to add a memo to a completed transaction.
Red PDF document icon with folded top-right corner. Accounting Adjustments vs FTAR / Who Can Request Accounting Adjustments?  This document details what security roles are needed to be able to submit accounting adjustments.
Red PDF document icon with folded top-right corner. Request Accounting Adjustment Certain transactions can have their accounting adjusted so you don't have to submit a separate FTAR.
Video icon of a film strip with a play button in the center Request Accounting Adjustment Video demo on how to request an accounting adjustment.
Red PDF document icon with folded top-right corner. Submitting an FTAR (Create Journal) How to use the Create Journal task to submit a Financial Transaction Adjustment Request (FTAR)
Video icon of a film strip with a play button in the center Submitting an FTAR (Create Journal) Video demo on how to use the Create Journal task to submit a Financial Transaction Adjustment Request (FTAR)
Red PDF document icon with folded top-right corner. Journal / FTAR for Internal Transactions Guide on which worktags to use to charge other Cost Centers via an FTAR.
Google Sheets icon Finance Representatives List  Each Cost Center is assigned a Finance Representative to help with accounting entries and other accounting-related tasks.
Type Guide Description
Red PDF document icon with folded top-right corner. Create Customers

Customers in Workday are entities that render services from SCU, which we then invoice them for payment. Learn how to use the Create Customer task to first create a Customer record in Workday so that customer invoices can be created.

The Customer Account Specialist security role is required to access this task.
Red PDF document icon with folded top-right corner. Create Customer Invoice

Learn how to use the Create Customer Invoice task to generate a customer invoice for an existing Customer record in Workday.

The Customer Invoice Specialist security role is required to access this task.
Red PDF document icon with folded top-right corner. View Receivables Aging Detail

A guide on how to view the payment status of customer invoices for a particular Customer record.

The Customer Invoice Specialist security role is required to access this task.
Red PDF document icon with folded top-right corner. SCU FIN My Customer Invoice Requests

A guide on how to run the report SCU FIN My Customer Invoice Requests to view customer invoices you have created.

The Customer Invoice Specialist security role is required to access this task.

 

Type Guide Description
Google Sheets icon Community Report List Listing of all commonly available financial reports.
Alt text: Google Slides icon. Introduction to Workday Financial Reporting A set of slides explaining how reports function, how to navigate reports, drill down into data, and how to export data into Excel or PDF.
Alt text: Google Slides icon. How To Run Internal Grant Reports A step by step guide on how to run various reports for internal grants.
Red PDF document icon with folded top-right corner. How To Access Reports A guide to using the SCU FIN Community Reports menu item.
Red PDF document icon with folded top-right corner. Setting Up And Using The Worktag Dashboard How to use the Worktag Dashboard, an optional dashboard for tracking supplemental worktags such as Activity, Assignee, Funding Resource, Location, Term, Region
Red PDF document icon with folded top-right corner. Exporting Actuals Transaction Detail to Excel How to export report data into Excel.
Type Guide Description
Alt text: Google Slides icon. The Internal Grant Guide Internal Grants are SCU-funded grants. This guide provides information on the workflow of internal grant creation, maintenance of internal grants, and how to use internal grants in a Workday transaction.
Alt text: Google Slides icon. How To Run Internal Grant Reports This guide walks you through how to run various internal grant reports. If you are a Principal Investigator (PI) of a grant, you automatically have access to internal grant reports for your grants.
Google Sheets icon Grant ID Request Worksheet This worksheet is used for requesting more than 10 new internal grants at one time. Please refer to The Internal Grant Guide for more information.
  Sponsored Projects Office Link to the Sponsored Projects Office for information regarding External Grants.

 

Type Guide Description
Red PDF document icon with folded top-right corner. Record Cash Sale

The Record Cash Sale task is for recording non-invoiced, non-gift, and point-of-sale revenue via cash or check payments received.

The Department Deposit Specialist security role is required to access this task.
Red PDF document icon with folded top-right corner. Viewing your Cash Sales

Learn how to a report in Workday to view Cash Sales you have created.

The Department Deposit Specialist security role is required to access this task.

 

Type Guide Description
  How to Access VPN You must be connected to SCU's Cisco AnyConnect VPN prior to logging into Workday to access/use financial business processes if you are not on the campus internet connection
Icon of a blue document with a folded corner and white text lines. Changing Search Preferences

The Workday search bar, by default, does not search for every transaction/data type, which may cause the user to think they don't have access to the searched item.

This guide shows you how to adjust search settings to make certain transaction types (ie. Expense Reports) to appear automatically when searched.
Video icon of a film strip with a play button in the center Working in Multiple Tabs Learn how to open items in a new tab by right-clicking them to save you time.
Icon of a blue document with a folded corner and white text lines. My Delegations This guide shows you how to set up delegates in Workday, either to begin a transaction on your behalf, and/or to action on your Workday inbox items on your behalf.
Red PDF document icon with folded top-right corner. How to Access Delegated Inbox Learn how to access the delegated inbox after someone makes you their delegate in Workday.
Red PDF document icon with folded top-right corner. Changing Email Frequency for Workday Reminders Learn to change how often you receive email notifications for outstanding Workday Inbox items.
Red PDF document icon with folded top-right corner. Request Accounting Adjustment Certain transactions can have their accounting adjusted so you don't have to submit a separate FTAR.
Google Sheets icon Glossary of Terms A glossary of common terms in Workday and what they mean.
Red PDF document icon with folded top-right corner. Worktag Quick Reference Guide Worktags determine where each financial transaction is allocated - which Cost Center, which Gift, which Grant, etc. Use this reference guide to learn how each Worktag is used.
Icon of a blue document with a folded corner and white text lines. Workday Spend Transaction Workflow Each spend transaction in Workday goes through a set of automated approval workflow. This document shows who approves what, based on worktags used in the transaction and the dollar amount of the transaction.
Google Sheets icon Workday Spend Approval Roles A list explaining each standard financial approval role.

 

Type Guide Description
Alt text: Google Slides icon. The Procurement Guide  A guide on the entire procurement process.
Alt text: Google Slides icon. The Punchout Guide A guide on the punchout process and how to use the punchout in Workday to order from a punchout supplier.
Video icon of a film strip with a play button in the center Procurement Training - Requisitions, Purchase Orders, Punchouts, Receipts (Nov 2023) Video recording of our monthly procurement training.
Google Sheets icon How Do I Purchase...? A list of common purchase requests with the preferred method to procure them.
Google Sheets icon Expenses and Procurement Transactions FAQ  Contains frequently asked questions on expense reimbursements and procurement.
Red PDF document icon with folded top-right corner. Create Requisition  A guide on how to create a requisition in Workday, which is the starting point of the procurement workflow.
Video icon of a film strip with a play button in the center Create Requisition (Punchout)  A video guide on how to create a requisition for a punchout order.
Video icon of a film strip with a play button in the center Create Requisition (Non-punchout)  A video guide on how to create a requisition for a non-punchout purchase.
Red PDF document icon with folded top-right corner. Find/View Your Requisitions A guide on how to look up and action on requisitions you created.
Red PDF document icon with folded top-right corner. JST Delivery for Punchout Requisitions  Specific instructions for JST (Jesuit School of Theology) units to set up delivery to the JST campus for punchout orders.
Red PDF document icon with folded top-right corner. Return or Replace an Amazon Punchout Order  A guide on how to submit a return or replacement request on a fulfilled Amazon punchout order.
Red PDF document icon with folded top-right corner. Desktop Delivery Punchout Guide (Staples, Blaisdell's)  Staples and Blaisdell's orders use desktop delivery, meaning orders are delivered directly to your office. This guide shows you how to select your desktop delivery address during the requisition creation process.
Red PDF document icon with folded top-right corner. Dell / Apple Punchout Guide  A guide on how to order computers and peripherals using the Dell and Apple punchouts.
Red PDF document icon with folded top-right corner. Create Requisition for Independent Contractor  A guide on how to create a requisition for using an independent contractor.
Red PDF document icon with folded top-right corner. Bon Appetit Purchase Process  A guide on how to submit catering orders with Bon Appetit, the university caterer.
Red PDF document icon with folded top-right corner. Supplier Registration Request

Use the Create Request task to submit a request to create a new supplier record in Workday so they can be paid.

Requires the Payment Requestor security role.
Icon of a blue document with a folded corner and white text lines. How to Submit an Honorarium Payment  A guide on how to submit a request for honoraria.
Red PDF document icon with folded top-right corner. How To Find Requisitions For A Cost Center For users that have reporting access to one or more Cost Centers (including Cost Center Hierarchies), this guide shows you how to view Requisitions by Cost Center for any specified transaction date range.
Red PDF document icon with folded top-right corner. Create Receipt A receipt is a task/document created in Workday to confirm that ordered goods are received or services were completed, which clears the supplier invoice to be paid by the university.