It's important to remember that the unique identifier (i.e. Tax Identification Number, SSN) must have dashes in the correct location "Identification #" on the Tax Information tab within the Miscellaneous Payee setup.
All receipts must be itemized (shows what was paid for line by line, not just a total)
Receipts should be attached within the expense line, not in the "attachments" tab
Please be sure you are attaching the receipt that corresponds with the expense line
Only one receipt should be provided per expense line (ie, don't scan a bunch of receipts on one PDF and submit that with same pdf with each line)
Please be sure your receipt is scanned in full and legible, not cut off or blurry
Workday uses specific key words to allow you to find or edit your reports/task in the system. “My” used to work to find any of the reports/task you ran but with the updated security roles for the Office Associates, this search no longer works. The best way to find the items you created in Workday is to do a “Find” or “View”.
Before logging into Workday, be sure you have the associated transaction receipts available in electronic format for upload.
On your Workday HOME screen click on ‘Request Travel or Purchase’, choose Request an expense reimbursement and/or process PCard transactions – OR just at the HOME screen SEARCH for “Create Expense Report” - IF NO CHARGES SHOW UP ON LEFT SIDE OF SCREEN, then there isn't any 'PCard Expensing' to be done.
In Workday, Click on Blue Cloud in upper right corner (which is your Profile), then click Favorites, in next window click Manage Favorites, click 3-dots with lines so you can type in what you would like to make a favorite (IE: Create Expense Report, View Supplier, Create Requisition, etc..) and when it populates the choices, checkmark the one you want, OK. Go back to HOME screen (Block ‘O’) and click on FAVORITES there to see the Actions or Views links there.
Currently, contracts for purchases (including meeting space rentals, even $0) can only be processed through Workday Requisitions. (Create Requisition).
Obtain a vendor setup form to be attached to the Create Requisition entry, as a PO# will be needed and added to the invoice to be sent to email@example.com for payment (Net 60 for EFT, Net 90 for check payments).
$0 contracts can be submitted on a $0 requisition, no vendor setup form needed.