Financial Coordinator Materials

Please find screencasts and job aids for Financial Coordinators below:

Please note that due to the recent user interface update in Workday, some of the screencasts are unavailable and/or under construction. 

Screencast

Job Aid

Blanket or Long term PO Process

Blanket or Long term PO Process

Connect to Supplier Website (Punchout)

Connect to Supplier Website

Connect to Supplier Website-Fisher Scientific 

Create Ad Hoc Request/Requisition

Create Requisition

Create Receipt-NEW (link coming soon)

Create Receipt

Create Employee Expense Report for Worker

Create Expense for Worker

Create Employee Expense Report for Worker: Advance
Clearing an Advance for Worker: Money Owed Brown
Clearing an Advance for Worker: Money Owed Worker

Create Employee Expense Report for Worker: Advance
Clearing an Advance for Worker: Money Owed Brown
Clearing an Advance for Worker: Money Owed Worker

Create Supplier Invoice-NEW (includes Guest Speaker/Check Request)

Create Supplier Invoice

Split Costing on a Requisition Using Program Worktag

Changing an In Progress Transaction

 Changing an In Progress Transaction

Splitting a Membership in Supplier Invoice (link coming soon)

N/A

Updating Your Workday Email Notifications

Additional Resources:
Expense Report Business Purposes  - NEW!
Workday Financials: Remedy Ticket Categories & Sample Questions
Training Manual
Workday Payments-Quick Reference Guide
Workday Invoice and Receipts-Quick Reference Guide
Spend Categories
Reference Reports
Workday Financials Frequently Asked Questions