Travel, Expenses & Procurement

Job Aids

• Create a Spend Authorization
• Create an Expense Report
• Manage Expense Reports and Spend Authorizations (Approvals) 
• Create, Reconcile (Replenish) and Close Petty Cash Accounts
• How to Make Purchases in Workday

Workflows

• Expense Report Creation/Approval (created by employee)
• Expense Report Creation/Approval (created on behalf of employee)
• Expense Report Creation/Approval (created on behalf of non-worker)
• Spend Authorization Creation/Approval (created by employee)
• Spend Authorization Creation/Approval (created on behalf of employee)
• Spend Authorization Creation/Approval (created on behalf of non-worker)

External Committee Members

• Committee Member Creation
  

  Workday Committee Members are Student Travelers, NRA Student Travelers, Interview Candidates, and Non-University Payees Receiving Travel Reimbursement Only 

Job Aids

• Create a Supplier Invoice (Finance Business Center)
• Create Supplier Invoice Request (Employee Request)
• Manage Supplier Invoices (Approvals)
• Supplier Invoice Adjustment 

Workflows

• Supplier Invoice from a PO Creation/Approval
• Supplier Invoice Non-PO Creation/Approval
• Supplier Creation Foreign Flowchart
• Supplier Creation Non-Foreign Flowchart
• Supplier Invoice Process Payment of Subaward Supplier Contract