Welcome to the Workday Financial Training Reference Materials page!
Use this page to access all Workday Financial training and reference materials including:
- Desk Reference Guides
- Job aids - short, a few pages long, documents that contain step-by-step instructions on how to complete a transaction (e.g., create a budget amendment for an organization).
- Instructional videos
This page is created for your convenience. On this page, you can check out the 'how to' manuals and instructional videos any time you want without logging into the D2L. We will continue to publish additional learning materials as they become available.
Please note that you are still required to complete all training assigned to you in D2L. Reviewing information on this webpage is not sufficient for training completion.
Training and reference materials are organized by business area and alphabetized for your convenience.
Budget Management
- NEIU Budget Manager Desk Reference
- View NEIU Manager Budgetary Balance Report
- Create Budget Amendment for Organization
- Check available balance with Manager Budgetary Balance Report (video. Duration: approx. 5 min.)
- Create a Budget Amendment for Organization (video. Duration: approx. 6 mins.)
Customer Accounts
Expense Management
Financial Accounting
Procure-2-Pay
- Create a requisition (video. Duration: approx. 5 mins.)
- Create a requisition from a non-catalog vendor (video. Duration: approx. 8 mins.)
- Create a requisition by connecting to supplier website (video. Duration: approx. 5 min.)
- Create a requisition for goods and services
- Apply split funding across multiple Worktags (video. Duration: approx. 3 mins.)
- Edit a requisition (video. Duration: approx. 3 mins.)
- Create a receipt
- Create a supplier invoice
Reporting
The following instructional videos may not reflect NEIU-specific reporting functionality. They reflect generic Workday Financial reporting functionality.
Reporting Instructional Videos
- Search for a report
- Fill in prompts
- Sort and filter data
- Set column preferences
- Schedule a report
- Add a report to the Favorites list
- Add a shortcut to a report
Reporting a Training Issue and Creating a Training Request
Use the Workday Financial Training Issue & Demand Tracking Form to report an issue with the existing Workday Financial training courses and request a new Workday Financial training course.