Finance Support – User Guides

Financial Services offers a Workday Mini Boot Camp through the Centre for Organization Learning. Search “Workday” in the Employee Learning catalog for the upcoming sessions.

A recording of a Workday Financial Reporting Demo is posted on the Finance website, under the Resources menu.

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Business Assets
Maintaining Existing Assets – Business Asset Tracking Specialist

Customers
Create and Maintain Customer Invoice
Create Customer Request

Glossary
Glossary of Terms for Field Accountants

Journal Entries
Create a Journal Entry — Field Accountant
FDM Mapping – Revenues_Expenses_Ledger Accounts

Purchasing
Create a Purchase Requisition – Updated: Sept 16th 2024
Create a Purchase Requisition with a T4A Purchase Item
Maintain Purchase Requisitions
Create a Return
Place a Grand and Toy Order

Receiving
Create Receipt

Reporting
Finance Reports for Finance Support Group – Effective Sep 23rd 2024
Finance and Administrative Services Reporting Dashboard

Request
Create Request – Updated Dec 2nd, 2024

Suppliers
Create a Supplier Request
Create & Find Supplier Invoice (Supplier Invoice Initiator Role Only) *New* Dec 13th 2024