A new copy feature for miscellaneous payment requests is available following 2025R2. Expense Data Entry Specialists and Cost Center Accountants can create a new request by copying an existing request. All the same miscellaneous payment category requirements apply. See the full post for details.
Tagged: Finance
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Copy Miscellaneous Payment Request
Janis Wolens | October 17, 2025 -
Supervisory Organization Costing Report Enhancements
Cristina Cardenas | October 16, 2025A new prompt has been added to the Supervisory Organization Costing report to allow end users to search based on Supervisory Organization Cost Center Hierarchy Level 6, 7, or 8. Additionally, the output of the report now includes a column for the Supervisory Organization Reference ID. -
Coming in November: Financial Reporting Office Hours Pilot
Cristina Cardenas | October 2, 2025Have questions about Workday financial reports? Starting this November, join quarterly office hours hosted by the Controller’s Office to get updates, ask questions, and share feedback directly with the reporting team. The Office Hours will be open to all consumers of financial reports and will initially be held on a quarterly basis. Stay tuned to NewsLink for details on how to join the first session. -
Coming Soon: Earnings Operations Training and Guidance
Cristina Cardenas | October 2, 2025Whether you're new to managing earnings units or just need a refresher, new training modules and other help materials are on the way to help you navigate the essentials--from setting rates and cash sales/deposits to monitoring and closing operations. Stay tuned for guidance that makes fiscal responsibilities clearer and more manageable. -
Updates for Independent Contractors on Miscellaneous Payments and Supplier Invoice Requests
Cristina Cardenas | October 2, 2025Effective Thursday, October 2, updates have been made to the Supplier Invoice Request and Miscellaneous Payment Request processes to ensure proper classification and review of independent contractor relationships with the university. -
Coming Soon: Updates for Independent Contractors on Miscellaneous Payments and Supplier Invoice Requests
Cristina Cardenas | September 19, 2025Effective Thursday, October 2, updates will be made to the Supplier Invoice Request and Miscellaneous Payment Request processes to ensure proper classification and review of independent contractor relationships with the university. -
Coming Soon: Equity Balances "Exclude Worktag" Prompt
Cristina Cardenas | September 5, 2025Several financial reports will be updated the week of Monday, September 8 to include an "Exclude Worktag" prompt. This prompt will allow users to filter out worktag combinations for a more targeted report output. See the full post for a listing of the reports with this new prompt. -
Variance Analysis Reports Default Prompt Updates
Cristina Cardenas | September 5, 2025The FY26 Summer Forecast is now available in Workday and variance analysis reporting has been updated to reflect this forecast as the default prompt value for "Forecast Plan Name." Similarly, the "Budget Plan Name" prompt default value has been updated to the FY26 Operating Plan - UNIV. The listing of affected reports is shared in the full post along with details about updating saved filters. -
Access Workday Faster—Right from Microsoft Teams
Ric Hunter | August 12, 2025Tired of switching between apps? The Workday Everywhere app brings key Workday features right into Microsoft Teams, helping you stay focused and efficient. Check payslips, view tax information, submit and approve Workday time off requests, and more, all without leaving Teams. Perfect for managers and casual users alike! Read the full post and learn how to get started and what to expect using the Workday Everywhere help materials. -
Reminder About Payroll Commitments
Juliette Lonsert | July 14, 2025To address the Workday limitation associated with payroll commitments for biweekly pay period 14 (6/15-6/28), FY25 payroll commitments were closed out the week of July 7 and a new integration with a journal source of "Payroll Encumbrance Accrual Reversal" was run to move the commitments to FY26. Correcting entries for any over liquidations also have been posted. We resumed the regular encumbrance adjustments schedule starting Monday, July 7. The "Positions for Planning" report has also been updated to reflect FY26.