• Expense reports/reimbursements
• P-Card/Travel Card
• Purchase Requests
• Grants/Spend Authorization
• Stipends/Cash Payments

Articles (13)

Create Expense Report

How to create an expense report in Workday

Approve Expense Report - Manager

This job aid is designed to assist managers in efficiently reviewing and approving expense reports in Workday.

Create Expense Report on behalf of Worker

This guide provides step-by-step instruction for employees on how to create and submit an expense report for (on behalf of) a worker.

Create Expense Report for Pre-Hire

This guide provides step-by-step instructions for employees on how to create and submit an expense report for a pre-hire.

Processing Travel Expense Card

This guide provides detailed instructions on how to process a Travel and Expense Card (TECard) transactions in Workday.

Processing PCard Transactions

This guide provides detailed instructions on how to process Procurement Card (Pcard) transactions in Workday.

Purchase Requests

These guides are designed to assist employees with Purchase requests for Catalog and Non-Catalog orders

Individual Grant Report

This guide provides step-by-step instructions on how to run a report to review the spending and balances on a grant

Create Spend Authorization - Cash Advance

This guide provides employees step-by-step instructions on creating personal spend authorizations.

Interdepartmental Charges, Dining Dollar Payments, Spider Card Payments

Interdepartmental Transfers, Dining Dollar Payments, SpiderCard Payments
​​​​​​​This job aid outlines the steps for relaying Interdepartmental Charges to the Accounting team, who will then enter the information into Workday.

Create Supplier Invoice Request

This guide provides step-by-step instructions on how to request payment for a supplier invoice to pay a vendor directly.

Create Supplier Request

This guide provides step-by-step instructions on how to request a new supplier to be added for making purchases.

Create Purchase Receipt

This guide provides clear, step-by-step instructions for creating a purchase receipt in Workday.