Workday: Finance

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.

Resources

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	–
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	–
Create a Sourcing Project in Workday Strategic Sourcing	Guide	–
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
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
FOAP to FDM Crosswalk	Link	–
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	–
Review and Approve Expenses	Guide	Steps for manager review and approval process for spend authorizations/expenses
Workday: Introduction to Finance	Watch	–
Workday: Procurement	Watch	–
Workday: Supplier Request and Supplier Invoice Requests	Watch	–
Workday: Amazon Punchout	Watch	–
Workday: Expenses	Watch	–
Workday Strategic Sourcing Contract Approval	Watch	–