Below are the new and updated reports for the month of September. Finance Default prompt and filter changes The default prompt values for ‘Include Budget Roll Forward and Retained Earnings?’ were changed from unchecked to checked. Similarly, the default prompt values for ‘Show Spendable Gift Column?’ and ‘Show Cost Share Grant Column?’ were changed from […]
Recent changes include usability and accessibility improvements; new guides for Grants, Finance, and General; updates for acceptable file types; and various process updates. Here are the new and updated training materials and resources for September: General Complete State and Local Withholding Elections What File Types Can I Upload into Workday? Finance Create, Approve, Change, or […]
Modernization received feedback from employees regarding difficulties interpreting and addressing balances on Cost Share grant accounts when running the CR FIN Sources and Uses Summary report in Workday. In response, we’ve created a new guide that provides information on how to interpret these balances when presented in the report CR FIN Sources and Uses Summary. To […]
Those who view financial data in Workday can learn more about how Books & Book Codes are used in accounting and reporting by reviewing a new reference guide. In Workday, all accounting entries are tied to a Book Code, while Books group together one or more Book Codes for financial reporting. This new reference guide […]
Workday issues two major updates, called “Feature Releases,” per year. The second Feature Release of 2024, also called “R2,” takes place September 20-21, 2024. During a Feature Release, Workday implements a series of system updates, improvements, and new features. While hundreds of new features and enhancements are available during a Release, we work to identify […]
Below are the new and updated reports for the month of August. Finance CR FIN Find Expense Reports A column was added to this report: “Business Purpose.” Grants CR GRA Current Month Expenses for Adaptive Grants Forecasting Looking for a way to sync up your grant balances in Adaptive’s grant forecasting tool with Workday in […]
Recent changes include the next phase of usability and accessibility improvements, new guides for Payroll, Finance, and Grants, updates related to the addition of Quick Tips to the Create Journal task, and various process updates. Here are the new and updated training materials and resources for August: General How to Read and Understand Your Payslip […]
Principal Investigators (PIs) can easily access balance information for state accounts, grants and more in Workday by using Dashboard GRA Principal Investigator. Dashboard GRA Principal Investigator brings together data on your Grants, Programs and Gifts to help PIs access balances, who is being paid on their accounts, and other helpful links and information. To get […]
The management of personnel and financial data in Workday involves not only the timely entry and upkeep of current data, but also the regular review and cleaning of unused and empty data sets. Reasons for this regular maintenance of Workday data include impacts to WSU’s business operations, state and federal compliance, and strategic initiatives. This […]
Below are the new and updated reports for the month of July: Finance CR FIN Find Expense Reports Two additional columns were added to this report: one used by Central AP, and the other a “Last Updated” timestamp. CR PRO Find Requisitions The report status field now defaults to the relevant requisition status options. Default […]