Review the following presentation(s) to learn more about Workday Finance:
Presentation |
Description |
Audience |
Last Updated |
Workday Reporting Webinar Series |
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 |
During this one-hour session, the following will be covered regarding Reports, the University of Miami's dynamic Business Intelligence (BI) portal:
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All Finance Roles |
June 2018 |
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Workday Reporting Webinar Series |
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
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Workday Reporting Webinar Series |
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
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This presentation provides an overview of invoice submissions, processing requirements, additional approvals required, and payment lookup. |
All Finance Roles |
May 2018 |
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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 |
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This session provides an overview of reports used to view detail transactions by Worktag. |
All Finance Roles |
March 2018 |
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This session provides an overview of reports used to view detail transactions by Worktag. |
All Finance Roles |
March 2018 |
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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 |
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This presentation provides an overview of reports to view summary balances by Worktag. |
All Finance Roles |
March 2018 |
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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 |
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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 |
This presentation provides an overview of award and grant information in Workday. |
Faculty and Researchers | December 2017 | |
This presentation contains valuable information regarding changes that will impact Faculty and Researchers for go-live. |
Faculty and Researchers | August 2017 | |
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 | |
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 | |
Learn about project updates, training opportunities, and the countdown to September 1. |
Hospital Leadership | June 2017 | |
Learn about project updates, upcoming training opportunities, and the countdown to September 1. |
CCM | May 2017 | |
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
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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 |