Tagged: Finance

Enhancements were recently made to select finance and supply chain business processes. If a transaction is denied, any previous approvers and the initiator will receive a notification of the denial in Workday. Previous approvers will receive a notification for the business processes listed.

• Expense Reports
• Miscellaneous Payments
• Requisitions
• Spend Authorizations
• Supplier Invoice
• Supplier Invoice Requests

For select Finance and Supply Chain business processes, if a user has more than one security role for approval at different steps in a process, one approval now applies to all approval steps. For example, a cost center manager who also holds the role of grant manager will only approve once. For future approvals, the previous approval will apply. The business processes listed in bullet points are impacted by this approve once change, which has been added to Workday production as of Friday, April 29.

The template to upload journal entries via EIB is changing. Beginning at 5 p.m. on Thursday, April 21, you will need to use the new template. The current template will not work after 5 p.m.

New tips and tricks information is being added to the Business and Finance website which will provide users with an overview of business processes and a crosswalk to additional resources. The first item being added is Supplier Invoice Process Tips and Tricks.

A list of Workday Finance and Supply Chain reports is now available. The listing includes report definition and typical security roles which are broken down into three main categories: Accounting, HR for Finance Reporting, and Operational. This inventory will evolve as new reports are created or enhancements are made.  

The reports "Find Supplier Invoice Details - OSU" and "Find Supplier Invoice Summary - OSU" have been enhanced to allow greater flexibility and are now able to be run for Cost Center Hierarchy Level 7, and Cost Center Hierarchy Level 8. Additionally, each report now includes the Match Exception Override Reason where applicable. 

Several enhancements are coming to the "Purchase Order Remaining Balances" report. These enhancements will be available in production by March 31.

Enhancements listed below.

Added prompts: