The Controller’s Office is implementing an initiative to define spend and revenue categories with the goal of enhancing the accuracy of financial and tax reporting (where applicable). By providing clear definitions and guidance, this effort will aid end users with proper category selection and provide greater insight into how category attributes impact Workday reporting and processes downstream. Below is the full list of changes that will be implemented over the next several months and completed by July 1, 2026. To stay apprised of these changes, users are encouraged to visit the Controller’s Office page for additional details.
- Spend category records within Workday will include a definition in the Description field. Descriptions can be accessed through the Related Actions directly on the spend category, or the Spend Categories – FDM Values report.
- Revenue category definitions will be published and maintained on the Controller’s Office website, as Workday does not currently support a Description field for revenue categories.
- New spend and revenue categories will be created based on operational needs identified through multi-year data analysis. New categories will be activated for use starting July 1, 2026.
- Select category names will be updated to better reflect intended use.
- Categories with low utilization or redundancy will be inactivated.