{"id":92,"date":"2020-08-19T12:19:51","date_gmt":"2020-08-19T12:19:51","guid":{"rendered":"http:\/\/offices.vassar.edu\/workday-info\/?page_id=92"},"modified":"2022-11-28T17:44:52","modified_gmt":"2022-11-28T17:44:52","slug":"finance","status":"publish","type":"page","link":"https:\/\/offices.vassar.edu\/workday-info\/education-training\/finance\/","title":{"rendered":"Finance, Procurement, Budgeting and General"},"content":{"rendered":"<!-- Inserted by Dropdownizer plugin. Forces video embeds contained in dropdowns to have a size --><style>.dropdownizer__dropdown iframe { width: 100% !important; height: 100% !important; }<\/style>\n<h3 class=\"wp-block-heading\">General<\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"http:\/\/offices.vassar.edu\/workday-info\/wp-content\/uploads\/sites\/60\/2022\/09\/Installing-Workday-Mobile-App.pdf\">Installing Workday App (for smartphone or tablet)<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2020\/08\/How-to-Approve-Inbox-Items.pdf\">How to Approve Inbox Items in Workday<\/a><\/li><li><a href=\"\/accounting\/forms\/\">Accounting Forms and Documents<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2020\/08\/delegating-tasks-in-workday.pdf\">Delegating Tasks in Workday<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2020\/08\/Adding-Apps-workletes-To-Your-Homepage.pdf\">Adding Apps (worklets) to the Home Screen<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2020\/08\/setting-favorites-in-workday.pdf\">Setting Favorites in Workday<\/a><\/li><li><a href=\"http:\/\/offices.vassar.edu\/workday-info\/wp-content\/uploads\/sites\/60\/2020\/08\/create-journal-entry.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Create Journal Entry<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2021\/04\/find-your-workday-employee-id.pdf\">Find Your Workday Employee ID<\/a><\/li><li><a href=\"http:\/\/offices.vassar.edu\/workday-info\/wp-content\/uploads\/sites\/60\/2021\/10\/Flexible-Payment-and-Deduction-Request-Community-Works.pdf\" data-type=\"URL\" data-id=\"http:\/\/offices.vassar.edu\/workday-info\/wp-content\/uploads\/sites\/60\/2021\/10\/Flexible-Payment-and-Deduction-Request-Community-Works.pdf\">Flexible Payment and Deductions - Community Works<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2022\/03\/Job-Aide-Workday-Transaction-Change-Request.pdf\">Job Aide\u2014Workday Transaction Change Request<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2022\/03\/Job-Aide-New-Worktag-Request.pdf\">Job Aide\u2014New Worktag Request<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2022\/03\/Job-Aide-Worktag-Access-and-Role-Request.pdf\">Job Aide\u2014Worktag Access and Role Request<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2022\/03\/Job-Aide-Worktag-Change-Request.pdf\">Job Aide\u2014Worktag Change Request<\/a><\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Procurement<\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2020\/08\/procurement-workflow.pdf\">Procurement Workflow (chart)<\/a><\/li><li><a href=\"https:\/\/workdayinfo.vassar.edu\/docs\/creating-copy-center-order-requisition.pdf\">Creating a Requisition for a Copy Center Order<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2020\/08\/creating-a-requisition-for-a-non-catalogue-3-9-20.pdf\">Creating a Requisition for a Non-Catalogue Item<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2020\/08\/creating-a-requisition-for-a-supplier-website-purchase-punch-out-3-9-20.pdf\">Creating a Requisition for a Supplier Website Purchase (Punch Out)<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2020\/08\/creating-a-blanket-order.pdf\">Creating a Blanket Order<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2020\/08\/creating-a-receipt.pdf\">Creating a Receipt<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2021\/11\/verifying-pcard-transactions-in-workday-nov-2021.pdf\">Verifying (Reconciling) P-Card Transactions<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2020\/08\/creating-a-supplier-invoice-request.pdf\">Creating a Supplier Invoice Request (formerly DP\/long form)<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2021\/05\/forward-dating-a-requisition-for-fiscal-year-22.pdf\">Forward Dating a Requisition for Fiscal Year 2023<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2020\/08\/identifying-in-progress-credit-card-transactions-job-aid.pdf\">Identifying \u201cIn Progress\u201d Credit Card Transactions<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2021\/04\/Create-Vassar-Credit-Card-Request.pdf\">Creating a Request for a Vassar Credit Card<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2021\/04\/Create-Credit-Card-Limit-Increase-Request.pdf\">Creating a Request for a Credit Card Limit Increase<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2021\/05\/create-asset-disposal-request.pdf\">Creating Asset Disposal Request<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2021\/11\/memo-field-for-expense-reports-and-pcard-verifications.pdf\">Memo Field for Expense Reports and Pcard Verifications<\/a><\/li><li><a href=\"http:\/\/offices.vassar.edu\/workday-info\/wp-content\/uploads\/sites\/60\/2022\/03\/Job-Aide-Requisition-Worklet.pdf\">Requisitions Worklet<\/a><\/li><li><a href=\"https:\/\/offices.vassar.edu\/workday-info\/wp-content\/uploads\/sites\/60\/2022\/11\/How-to-Navigate-the-Supplier-Portal.pdf\" data-type=\"attachment\" data-id=\"429\">How to Navigate the Supplier Portal - For Suppliers<\/a><\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Travel<\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2020\/08\/travel-expense-workflow.pdf\">Travel Expense Workflow (chart)<\/a><\/li><li><a href=\"\/workday-info\/faq\/workday-travel\/\">Travel, C-Card and Expense Report FAQ<\/a><\/li><li><a href=\"https:\/\/offices.vassar.edu\/workday-info\/wp-content\/uploads\/sites\/60\/2022\/08\/Create-Expense-Report-in-Workday.pdf\" data-type=\"attachment\" data-id=\"363\">Create Expense Report<\/a><\/li><li><a href=\"https:\/\/offices.vassar.edu\/workday-info\/wp-content\/uploads\/sites\/60\/2022\/11\/Create-Expense-for-Personal-Charge-on-Vassar-Credit-Card.pdf\" data-type=\"attachment\" data-id=\"403\">Create Expense Report for Personal Charge on Vassar Corporate Card (starting 11\/7\/22)<\/a><\/li><li><a href=\"\/workday-info\/training-videos\/travel-reimbursement\/\">Video on Expense Report for Faculty (travel and reimbursement)<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2020\/08\/entering-expenses-in-the-workday-mobile-app.pdf\">Entering Expenses with the Workday Mobile App (for smartphone or tablet)<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2020\/08\/creating-a-spend-authorization.pdf\">Creating a Spend Authorization<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2020\/08\/identifying-in-progress-credit-card-transactions-job-aid.pdf\">Identifying \u201cIn Progress\u201d Credit Card Transactions<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2021\/11\/memo-field-for-expense-reports-and-pcard-verifications.pdf\">Memo Field for Expense Reports and Pcard Verifications<\/a><\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Budget Reports<\/h3>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2020\/08\/cost-center-summary-a.pdf\">Cost Center Summary<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2020\/08\/cost-center-program-event-a.pdf\">Cost Center &amp; Program &amp; Event<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2020\/08\/revenue-spend-category-b.pdf\">Revenue Category and Spend Category<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2020\/08\/top-reports.pdf\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">Top Reports for Getting Things Done<\/a><\/li><li><a href=\"\/workday-info\/wp-content\/uploads\/sites\/60\/2020\/08\/reporting-structure.pdf\">Report Structure<\/a><\/li><\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 &#8211; Community Works Job Aide\u2014Workday Transaction Change Request Job [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":74,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-92","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/offices.vassar.edu\/workday-info\/wp-json\/wp\/v2\/pages\/92","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/offices.vassar.edu\/workday-info\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/offices.vassar.edu\/workday-info\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/offices.vassar.edu\/workday-info\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/offices.vassar.edu\/workday-info\/wp-json\/wp\/v2\/comments?post=92"}],"version-history":[{"count":74,"href":"https:\/\/offices.vassar.edu\/workday-info\/wp-json\/wp\/v2\/pages\/92\/revisions"}],"predecessor-version":[{"id":430,"href":"https:\/\/offices.vassar.edu\/workday-info\/wp-json\/wp\/v2\/pages\/92\/revisions\/430"}],"up":[{"embeddable":true,"href":"https:\/\/offices.vassar.edu\/workday-info\/wp-json\/wp\/v2\/pages\/74"}],"wp:attachment":[{"href":"https:\/\/offices.vassar.edu\/workday-info\/wp-json\/wp\/v2\/media?parent=92"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}