We’ve created a new guide highlighting three reports helpful for locating business documents in Workday, which may assist in preparing for fiscal year end. CR PRO Find Spend Authorizations, CR PRO Find Requisitions, and CR PRO Find Purchase Orders allow areas, departments, and unit administrators to find any Spend Authorization, Requisition, or Purchase Order using a […]
2023 fiscal year end cutoff dates and memos are now available on the General Accounting website. Modernization has also created a new reference guide highlighting reports helpful for locating business documents in Workday during fiscal year end. Learn more here. These resources were previously distributed to the Controller’s Office listserv. Questions regarding these memos and […]
On March 1, we released an update to the Financial Data View Only role. This update ensured the appropriate protection of sensitive banking information. As a follow-up to that update, we are sharing the following report to aid in reconciling supplier payment information. Departments may use the custom report CR PRO Supplier Invoice Payments, which can […]
We’ve developed a new process allowing departments to prevent a specified Program from being used on operational transactions while remaining eligible for use on manual corrections within the Workday system. Learn more about how to request Program Inactivation by reviewing this new reference guide.
Known Issue: Procurement Card transactions and Central Travel Account card transactions were previously not migrating into Workday from JPMorgan’s PaymentNet. After an initial resolution, it was discovered that some transactions were still affected by this issue. These transactions have now been imported into Workday. Estimated Time to Resolution: Resolved. Details: Beginning Nov. 11, 2022, new card transactions were not migrating from PaymentNet into […]
Known Issue: Procurement Card transactions and Central Travel Account card transactions were previously not migrating into Workday from JPMorgan’s PaymentNet. After an initial resolution, it was discovered that some transactions are still affected by this issue. Estimated Time to Resolution: Unknown. Details: Beginning Nov. 11, 2022, new card transactions were not migrating from PaymentNet into Workday. An issue with renewing […]
Known Issue: Procurement Card transactions and Central Travel Account card transactions were previously not migrating into Workday from JPMorgan’s PaymentNet. Estimated Time to Resolution: Resolved. Details: Beginning Nov. 11, 2022, new card transactions were not migrating from PaymentNet into Workday. An issue with renewing a necessary security key prevented card transactions from being imported successfully, effecting both Procurement Card transactions […]
Tax 2.0 simplifies how Workday calculates taxes for WSU, including changes to account posting rules, and the way we interact with requisitions, purchase orders, supplier invoices, and procurement card verifications. Watch this recorded demo session to learn about new features and updates related to tax calculations. All department buyers, P-card data entry specialists, and P-card […]
We are updating the process to edit assets in workday to ensure accurate auditing. Currently, users holding the Workday security role Business Asset Tracking Specialist can directly edit assets. We’ve discovered that it is possible for assets to move from one coordinating cost center to another without the Property Team knowing. This negatively impacts the […]
Purchasing Services will mass close all purchase orders (POs) older than July 1, 2021, in Workday. This action will help clean up budgets, receipt accrual expenditures, and obligations. This will happen by June 30, 2022. Some purchase orders migrated from legacy did not get closed out, and there are large dollar amounts connected with these […]