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)​

Forms

• Travel Reimbursement Voucher for NRA Students ​

Demo Videos

• Review and Approve Expense Report ​

• Create Supplier Invoice NRA Student Travel Tax Withheld (Finance Business Center)​
• Create Supplier Invoice NRA Student Travel Tax Gross-Up (Finance Business Center)​
• Create Supplier Invoice NRA Student Travel – Part Reimbursement (Finance Business Center)​
• NRA Supplier Paid Via Expense Card ​
• Return Cash Advance ​

Committee Member Information

• 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​

Demo Videos

• Create Supplier Invoice Request​
• Review and Approve Supplier Invoice Request​
• Create a Prepaid Supplier Invoice ​
• Create Supplier Invoice with Self-Assessed Tax ​
• Create Supplier Invoice for NRA Supplier