Updates to Record Cash Sale
We want to make you aware of some updates to the Record Cash Sale task in Workday, specifically where revenue can be recorded and how the transaction routes.
Moving forward, departments will be able to record revenue at the Cost Center level (without a Program, Gift, or Grant worktag) on the Record Cash Sale task.
If departments opt to record revenue at the Cost Center level, the transaction will be routed to the Controller’s Office for approval before the deposit can be made at the Bursar’s Office.
If departments continue to record revenue at the Program, Gift, or Grant level on the Record Cash Sale task, no approval will be required, and the deposit can be made at the Bursar’s Office.
The Record Cash Sale Reference Guide is updated to reflect this new information.
Note: This information was also shared directly with Customer Billing Specialists.