Workday Finance Presentations

Review the following presentation(s) to learn more about Workday Finance:

Presentation 

Description

Audience

Last Updated

Workday Reporting Webinar Series

How Do I Find It – Other Transactions

This presentation provides an overview of reports used to view Journals, Ad Hoc Bank Transactions, and Internal Service Deliveries. Please note that reports covered in this webinar can only be run by Accountants, Internal Service Provider (ISP) Analysts, ISP Managers, and Deposit Specialists. 

All Finance Roles

June 

2018 

Ask the Expert Webinar - June

During this one-hour session, the following will be covered regarding Reportsthe University of Miami's dynamic Business Intelligence (BI) portal:
 
  • Accessing Reports
  • Security
  • Available Reports
  • Future Developments
All Finance Roles

 

June 

2018 

Workday Reporting Webinar Series

How Do I Find It? – 
Expense Transactions

This presentation provides an overview of reports used to view Expense transactions, including Expense Reports, Travel Card Transactions, and Spend Authorizations. Please note that reports covered in this webinar can only be run by Expense Data Entry Specialists, Travel Card holders, and employees who create their own Expense Reports. 

All Finance Roles

May

2018

 

Workday Reporting Webinar Series

How Do I Find It? – Procurement Transactions

This presentation provides an overview of reports used to view Procurement transactions, including Purchase Requisitions, Purchase Orders, and P-Card purchases. Please note that reports covered in this webinar can only be run by Procurement Data Entry Specialists, P-Card holders, and employees who create Purchase Requisitions.

All Finance Roles

May

2018

 

Ask the Expert Webinar - May

This presentation provides an overview of invoice submissions, processing requirements, additional approvals required, and payment lookup.

All Finance Roles

May

2018

Ask the Expert Webinar - April

This presentation provides an overview of how to review a Match Exception from your Workday Inbox and either correct the Match Exception or request a Match Exception Override.

All Finance Roles

April

2018

What Did I Pay For? Detail Transaction Reports Webinar

This session provides an overview of reports used to view detail transactions by Worktag.

All Finance Roles

March 

2018

Whom Did I Pay? Salary Reports Webinar

This session provides an overview of reports used to view detail transactions by Worktag.

All Finance Roles

March 

2018

Ask the Expert Webinar - March

This presentation provides an overview of Award Components in Workday, Grant Reports, and Award Role Assignments by the Office of Research Administration (ORA).

All Finance Roles

 

March 

2018

How Much Do I Have? Summary Reports Webinar

This presentation provides an overview of reports to view summary balances by Worktag.

All Finance Roles

 March 

2018

Ask the Expert Webinar - February

This presentation provides an overview of how to process changes to a Purchase Order (PO), reimbursements, and verifying Procurement Card (PCard) Transactions.

All Finance Roles

February

2018

Workday Security Roles - Cost Center vs Driver Worktag Webinar

This presentation provides an overview of how Workday Security Roles are assigned to Cost Centers vs. Driver Worktags.

Finance Reviewers, Cost Center Managers, Cost Center Sponsored Program Managers, Senior Business Managers, and Senior Business Officers

January

2018

Researcher Webinar

This presentation provides an overview of award and grant information in Workday.

Faculty and Researchers December 2017

Faculty and Researchers Webinar 

This presentation contains valuable information regarding changes that will impact Faculty and Researchers for go-live.

Faculty and Researchers August 2017

Cost Center Manager Finance Forum

This presentation covers eChecks, Petty Cash, Student And Non-Employee Reimbursements, P-Card Reconciliation, Internal Service Providers (ISPs), training opportunities, and the countdown to September 1.

CCM August 2017

Deployment Webinar

This presentation covers temporary freezes on business processes and action items to support these initiatives for the September 1 go-live. 

All Workday Finance and Human Resources Roles August 2017

Hospital Leadership Meeting – UMHC/ABLEH

Learn about project updates, training opportunities, and the countdown to September 1.

Hospital Leadership June 2017

Cost Center Manager Finance Forum

Learn about project updates, upcoming training opportunities, and the countdown to September 1.

CCM May 2017

Workday Executive Assistant Presentation

Learn about project updates available training, upcoming Security Role Assignments and countdown action items.

 Senior Executive Assistants, Executive Assistants and Senior Administrative Assistants April 2017

Cost Center Manager Finance Forum

 

Learn about project updates including results from User Acceptance Testing, upcoming Security Role Assignments and countdown action items.

CCM March 2017

Cost Center Manager Finance Forum

Coral Gables Campus Presentation

Learn more about awareness training focused on the Financial Data Model, Grants, Gifts, and Workday Security, as well as plans for user acceptance testing.

CCM

January

2017

Cost Center Manager Finance Forum

Medical Campus Presentation

Learn more about awareness training focused on the Financial Data Model, Grants, Gifts, and Workday Security, as well as plans for user acceptance testing.

*Please note the Workday Finance CCM Forum is tailored to MSOM and UHealth Campus

CCM

January

2017