Finance Job Aids

 

Budgets

• Budget Amendment - Updated 6.5.26
• Check Cost Center Budget
• FDM overview video
• How to run a Current Budget Report

Customer Accounts

• Amend Customer Contract
• Create Customer
• Customer Invoice
• Customer Invoice Billing Installments
• Customer Refund
• Print - Email Customer Invoice
• Record-Apply-Deposit Customer Payment
• Write Off Bad Debt

Expenses

• Approve Expenses
• Create Expense Report & Reconcile Expense Card
• Create Spend Authorizations
• Spend Authorization Overview

Financials

• Create an Accounting Adjustment
• Create an Accounting Journal
• Cost Center Hierarchy
• Crosswalk FOAP to Workday - Updated 7.7.26
• Intro To Worktags NEW
• Journal Entry EIB Template video
• Journal Template for Campus
• Tips and Tricks for Workday Accounting & Budgeting - Updated 3/23/26
• Workday Chart of Accounts

General

• Cost Center Manager Role in Workday

• Delegate Tasks

• Financial Operation Topic Directory

• Financials Overview, Foundation Data Model and Core Concepts

• Workday Roles Cheat Sheet (For Campus Community)

Procurement

• Create Receipt
• Create Change Order
• Create Requisition
• No PO - Closed PO Invoice
• Purchasing Training Video 12.9.25

Reporting

• Navigating Reports FIN

Supplier Accounts

• Create a Return to Supplier
• Create Supplier Invoice Adjustment
• Supplier Request