This section provides step-by-step guidance for managing financial processes in Workday. Whether you're creating or approving requisitions, processing expense reports, submitting supplier invoice requests, or working with budget amendments and spend authorizations, these resources support staff involved in procurement, purchasing, and financial management.
| Title | Resources | Description |
|---|---|---|
| Amazon Punchout Catalog | Guide  |
How to use the Amazon Punchout Catalog in Workday, which allows you to shop on Amazon Business and transfer your selected items back into Workday to complete a requisition |
| Approve a Contract in Workday Strategic Sourcing | Guide |
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| Approve Requisitions | Guide |
How cost center managers receive requisitions for review and approval |
| Approve Supplier Invoice | Guide |
Steps to approve a Supplier Invoice Request |
| Budget Amendment Request | Guide |
How to submit a budget amendment request when you need to make a change to an already approved budget - such as moving funds between cost centers, adjusting amounts, or correcting an error - while ensuring the change is reviewed and approved |
| Budget vs Actual Report | Guide |
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| Create a Contract Request in Workday Strategic Sourcing | Watch  |
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| Create a Contract Request in Workday Strategic Sourcing | Guide |
This guide covers the creation of contract requests in Workday Strategic Sourcing. If you need to amend or renew an existing contract, contact the Sourcing Owner for that contract. |
| Create a Sourcing Project in Workday Strategic Sourcing | Guide |
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| Create Expense Report (Pcard and Reimbursement) | Guide |
Instructions for submitting an Expense Report to request reimbursement for business expenses paid with personal funds and document purchases made on Northwest credit card NOTE: prior to submitting an expense report, you must update complete Payment Election for Expense Payments. |
| Create Receipt | Guide |
This guide will give you step-by-step instructions on how to create receipt to record the goods or services received against a purchase order. |
| Create Requisition | Guide |
How to create and check the status of requisitions in Workday |
| Create Spend Authorization | Guide |
How to create and submit a Spend Authorization to obtain approval for anticipated business expenses prior to incurring the cost |
| Create Supplier Invoice Request | Guide |
Instructions on how to create a supplier invoice request. A supplier invoice request is used to process Non-Purchase Order supplier invoices for payment. The supplier must already exist in Workday. If the supplier is not found, you will need to submit a supplier request before proceeding |
| Create Supplier Request | Guide |
Steps to add a new supplier to Workday, for the purpose of paying invoices or purchasing goods and services |
| Expense Report for Faculty | Watch |
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| FOAP to FDM Crosswalk | Link | Reference tool to help translate familiar Banner financial FOAP information into the corresponding Workday FDM financial structure. Use this resource when you need to determine which Workday worktag to use for a financial transaction based on a Banner FOAP element you previously used. This can be especially helpful when entering expenses, reviewing financial transactions, completing requisitions, or working with budgets in Workday. |
| How to Create a Sourcing Project in Workday Strategic Sourcing | Watch |
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| Journal Voucher Request | Guide |
Instructions on how to submit a journal voucher request when you need to correct or adjust financial transactions that have already been posted—such as fixing errors, moving expenses or revenue to the correct worktags, or recording internal transfers |
| Log in to Workday Strategic Sourcing | Guide |
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| Review and Approve Expenses | Guide |
Steps for manager review and approval process for spend authorizations/expenses |
| Spend Authorization for Faculty | Watch |
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| View Projects and Contracts in Workday Strategic Sourcing | Guide |
This guide covers viewing projects and contracts in Workday Strategic Sourcing. |
| View Projects and Contracts in Workday Strategic Sourcing | Watch |
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| Workday: Introduction to Finance | Watch |
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| Workday: Procurement | Watch |
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| Workday: Supplier Request and Supplier Invoice Requests | Watch |
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| Workday: Amazon Punchout | Watch |
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| Workday: Expenses | Watch |
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| Workday Strategic Sourcing Contract Approval | Watch |
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