Workday Finance Spend Categories

Overview

This article covers some of the most common spend categories used in Workday.

Details / Instructions

Business Meals - Non-travel

  • Spend Code: SC00062
  • Definition: Meals provided on campus or at an off campus university sponsored event, not related to business travel
  • Examples: Donor meal, candidate meal

Social Activities & Entertainment

  • Spend Code: SC00064
  • Definition: Expenses related to events or promotion of gatherings that bring people together to build relationships and enjoy shared experiences
  • Examples: Employee retreats or appreciation events, food and beverage for student gatherings, allowable office food and beverage supplies

Travel

  • Spend Code: SC00057
  • Definition: Expenses incurred when traveling for University business
  • Examples: Transportation, accommodation, meals, incidental costs

Student Travel

  • Spend Code: SC00058
  • Definition: Expenses incurred by students when traveling for educational purposes
  • Examples: Academic programs, field trips, study abroad, conferences, research projects, extracurricular activities

Conference & Training Fees

  • Spend Code: SC00054
  • Definition: Participation costs associated with conference or training attendance but not the associated travel expenses.
  • Examples: Webinar fees, training fees, conference fees

Team Travel

  • Spend Code: SC00059
  • Definition: Typically used for Athletics, Team Travel refers to the coordinated transportation and logistical arrangements made for a group of individuals traveling
  • Examples: Group travel for events, competitions, meetings, conferences, group activities

Office Supplies 

  • Spend Code: SC00018
  • Definition: Various materials and tools used in workplaces to support administrative, clerical, and day-to-day business operations
  • Examples: Pencils, pens, envelopes, folders

Educational Materials & Supplies

  • Spend Code: SC00017
  • Definition: Materials used by teachers and students to learn and teach
  • Examples: printed or digital supplies, textbooks, tests, technology tools, school supplies

Lab Supplies

  • Spend Code: SC00014
  • Definition: Tools, materials, and non-hazardous consumables used in laboratories to conduct experiments, research, testing, and analysis
  • Examples: lab glassware, lab safety tools, gloves, art lab supplies.

Honoraria & Speaker Fees

  • Spend Code: SC00040
  • Definition: Typically payments to speakers. Honoraria refers to the payment or item given to an individual as a token of appreciation for services rendered
  • Examples: Guest lecture or speech or guest participation in an event or professional service

Postage & Shipping

  • Spend Code: SC00025
  • Definition: Postage refers to the fee paid to send letters, packages, or other mail through a postal service. Shipping refers to the broader process of transporting goods, packages, or freight from one location to another
  • Examples: USPS, UPS, FedEx

Printing Services

  • Spend Code: SC00027
  • Definition: The production of printed materials using digital or offset printing techniques to meet professional and business needs.
  • Examples: Documents, brochures, invitation, banners, and other media

Consulting Services

  • Spend Code: SC00030
  • Definition: Professional advisory services provided by experts or firms to help solve problems, improve performance, and achieve strategic goals
  • Examples: Audit, create strategic plan, create recommendations, analyze current state

Professional Membership Fees & Dues

  • Spend Code: SC00056
  • Definition: Expenses for individual memberships related to occupations requiring a specific amount of advanced training, education or certification
  • Examples: CPA, Lawyer, Architect, Engineer, Professor, organization membership

Subscriptions & Nonprofessional Memberships

  • Spend Code: SC00055
  • Definition: Non-library related subscriptions to a newspaper, magazine, or digital service  or expenses for non-individual membership of a professional organization
  • Examples: Digital service subscription, membership fees for NACUBO, Associated Colleges of The South, NASPA, ACPA

Software Subscriptions & Licenses

  • Spend Code: SC00039
  • Definition: A software subscription is a licensing model where users pay a recurring fee to access and use software. The subscription often includes updates, support, and additional features as long as the subscription remains active.
  • Examples: Canva, Mentimeter, Basecamp

Equipment

  • Spend Code: SC00008
  • Definition: Tools, devices or machinery to perform specific tasks or activities. This is a trackable spend category and needs to be capitalized.
  • Examples: Printers, lawnmowers, microscopes, oven, treadmill, audio-visual, scientific, facilities equipment

See Also

Workday Finance Roles

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This article covers some of the basic finance roles used in Workday.