In summer 2024, the LMU Workday team rolled out a series of new and enhanced reference guides to support greater ease of navigation within the Workday system.
You can find all reference guides and quick start guides by going to Workday and searching for the given topic in the top "search" bar.
Content Rollout Roadmap
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Overviews
- Expenses: Introducing LMU Credit Cards - T&E Cards vs. Invoice-Cards (New)
- FDM: Foundation Data Model (Enhanced)
Quick Start Guides
- Expenses: Create an expense report for reimbursement (New)
- Invoices: Create a Supplier Invoice (New)
- Accounting: Accounting Adjustment (New)
Reference Guides
- Expenses: Create an expense report for reimbursement (Enhanced)
- Expenses: Personal Charges using the LMU Travel & Expense Card (Enhanced)
- Expenses: Return of Unused Cash Advances (New)
- Expenses: Find an Expense report (New)
- Procure: Personal Charges using the LMU Procurement Card (Enhanced)
- Invoices: Create a Supplier Invoice (Enhanced)
- Accounting: Accounting Adjustment (Enhanced)
- Accounting: Reclassifications (Enhanced)
- Security Role: Workday Security Role Guide (New)
- Security: Finance Security Role Summaries (New)
Misc.
- Forms: Reclassification Form (Enhanced)
- Process: Reimbursement to LMU for personal charges via online payment portal (New)
- Reports: LMU Budget vs Actuals – Detail (Enhanced)
- Reports: LMU Budget vs Actuals by Project (Enhanced)
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Quick Start Guides
- Procure: Verify and Reconcile Procurement Card Transactions (New)
- CSH: Record Cash Sale (cash deposit) (New)
- Student Payments: Create Miscellaneous Payments (New)
Reference Guides
- Procure: Verify and Reconcile Procurement Card Transactions (Enhanced)
- CSH: Record Cash Sale (cash deposit) (Enhanced)
- Student Payments: Create Miscellaneous Payments (Enhanced)
- Student Payments: Find Status of Miscellaneous Payments (New)
- Invoices: Find or Modify a Supplier Invoice (New)
- Supplier: Create, View, and Modify a Supplier (Supplier Request) (Enhanced)
- RPT: Report Functionality (New)
- RPT: List of Key Finance Reports (New)
Misc.
- Forms: Cashier Window Deposit Form (Enhanced)
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Overviews
- Accounting: Overview of Gifts / Contributions (New)
Quick Start Guides
- Expenses: Create Spend Authorizations / Request Cash Advance (New)
Reference Guides
- Accounting: Capital Projects and Fixed Assets (New)
- Expenses: Create Spend Authorizations/Request Cash Advance (Enhanced)
- Expenses: Reconcile Spend Authorization to an Expense Report (New)
- Expenses: Examples of Common Travel Expense Reimbursements (New)
- Expenses: Attach Receipts/Missing Receipts (Enhanced)
- Expenses: Submit expense reimbursements related to Student Organizations (New)
- Procure: Find and update procurement card transactions (New)
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Quick Start Guides
- Purchasing: Connect to Supplier Website (New)
Reference Guides
- Budget: Assign/Remove cost center approvers to workflow (New)
- Purchasing: Connect to Supplier Website (Enhanced)
- Purchasing: Create and Adjust a Receipt for a Purchase Order (Enhanced)
- Purchasing: Create a Change Order (Enhanced)
- Purchasing: Create Purchase Order without a requisition (Enhanced)
- Invoices: Create a Supplier Invoice from a Purchase Order (Enhanced)
- Supplier: Find status of a Supplier Request (New)
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Reference Guides
- Budget: Adaptive Office Connect (New)
- Budget: Adaptive Position Control (New)
- Budget: Create Budget Amendments (Enhanced)
- Budget: Adaptive Running Reports (New)
- Expenses: Submit Mileage Reimbursement (Enhanced)