Travel and Expenses
Job Aids
- Create a Spend Authorization
- Create an Expense Report
- Manage Expense Reports and Spend Authorizations (Approvals)
- Create 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
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
Demo Videos
- Create Spend Authorization
- Create Group Travel Spend Authorization
- Create Spend Authorization on Behalf of Worker (Finance Business Center)
- Create Spend Authorization on Behalf of Non-Worker (Finance Business Center)
- Change Spend Authorization
- Approve Spend Authorization
- Create Expense Report in Workday
- Create Mobile Expense Report
- Create Expense Report on Behalf of Worker (Finance Business Center)
- Create Expense Report on Behalf of Non-Worker (Finance Business Center)
- 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
Procurement
Job Aids
- Create and Manage Purchase Requisitions
- Create and Manage Receipts
- Approve Purchase Requisitions
- Manage Purchase Orders
- Manage Change Orders
- Verify Procurement Card Transactions
Workflows
FY22 Rollover POs to FY23
Demo Videos
- Create Purchase Requisition
- Create a Receipt
- Create Receipt Adjustment
- Approve a Purchase Requisition