Finance, Procurement, Budgeting and General
General
- Installing Workday App (for smartphone or tablet)
- How to Approve Inbox Items in Workday
- Accounting Forms and Documents
- Delegating Tasks in Workday
- Adding Apps (worklets) to the Home Screen
- Setting Favorites in Workday
- Create Journal Entry
- Find Your Workday Employee ID
- Flexible Payment and Deductions - Community Works
- Job Aide—Workday Transaction Change Request
- Job Aide—New Worktag Request
- Job Aide—Worktag Access and Role Request
- Job Aide—Worktag Change Request
Procurement
- Procurement Workflow (chart)
- Creating a Requisition for a Copy Center Order
- Creating a Requisition for a Non-Catalogue Item
- Creating a Requisition for a Supplier Website Purchase (Punch Out)
- Creating a Blanket Order
- Creating a Receipt
- Verifying (Reconciling) P-Card Transactions
- Creating a Supplier Invoice Request (formerly DP/long form)
- Forward Dating a Requisition for Fiscal Year 2023
- Identifying “In Progress” Credit Card Transactions
- Creating a Request for a Vassar Credit Card
- Creating a Request for a Credit Card Limit Increase
- Creating Asset Disposal Request
- Memo Field for Expense Reports and Pcard Verifications
- Requisitions Worklet
- How to Navigate the Supplier Portal - For Suppliers
Travel
- Travel Expense Workflow (chart)
- Travel, C-Card and Expense Report FAQ
- Create Expense Report
- Create Expense Report for Personal Charge on Vassar Corporate Card (starting 11/7/22)
- Video on Expense Report for Faculty (travel and reimbursement)
- Entering Expenses with the Workday Mobile App (for smartphone or tablet)
- Creating a Spend Authorization
- Identifying “In Progress” Credit Card Transactions
- Memo Field for Expense Reports and Pcard Verifications