Create Spend Authorization - Cash Advance

Overview

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

Details / Instructions

1. In the Workday homepage search bar, type in Create New Spend Authorizations then select the Create New Spend Authorization task.
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2. Enter Spend Authorization Information.
   • Company: Select company (e.g., UR University of Richmond).
   • Start Date: Enter start date.
   • End Date: Enter end date.
   • Description: Provide a brief description.
   • Business Purpose: Select business purpose.
   • Spend Authorization Total: Enter total amount.
   • Currency: Select currency (e.g., USD).
   • Reimbursement Payment Type: Select payment type (e.g., Check).
   • Justification: Provide justification for the spend authorization.
   • Spend Authorization Lines: Add specific spend authorization lines.
   • Attachments : Upload supporting documents.
   • Submit Spend Authorization: Review all fields for accuracy and click "Submit".

See Also

Individual Grant Report