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Miscellaneous Finance Knowledge Base Articles
| Title | Description | Link |
|---|---|---|
| Extracting Keys from Workday for One Department | This job aid walks you through extracting keys for one department in Workday. | Access Article Here |
| Finding Workday Key | This job aid explains three different ways to find your Workday key. | Access Article Here |
| Guide to Comparing Your FY25 SSBD Banner Budget to Your FY25 Original Workday Budget | This job aid walks you through how to compare your FY25 SSBD (Self-Service Budget Development) Budget from the Banner system to your FY25 Budget on your Key in Workday. This guide is only intended for original budget checking and should not be used past completing the go-live checklist. | Access Article Here |
| Cash Sale | This job aid walks you through the process of completing a cash sale (a payment without invoice) in Workday. | Access Article Here |
| View and Save Cash Sale | This job aid walks you through the process of viewing and saving a cash sale in Workday. | Access Article Here |
| Create a New Customer | This guide walks you through how to create a new customer in Workday. | Access Article Here |
| Find Customer Payment | This job aid walks you through the process of finding a customer payment in Workday. | Access Article Here |
| Find Assets | This job aid walks you through the process of finding assets in Workday. | Access Article Here |
| Dispose Assets | This job aid walks you through the process of disposing of assets in Workday. | Access Article Here |
| Business Asset Checkout | This job aid walks you through the process of checking out a business asset in Workday. | Access Article Here |
| Process for Foundation Reimbursement of Personal Credit Card Charges | This job aid walks you through the process for foundation reimbursement of personal credit card charges in Workday. | Access Article Here |
| Foundation Interfund Transfer | This guide will walk you through how to create and submit a Foundation interfund transfer request in Workday. | Access Article Here |
| Splitting a Single Charge Between UNF and Foundation Companies | This job aid takes you through how to split a single p-card charge between UNF and FDN companies. This will generate intercompany accounting where UNF pays Truist (credit card processor) and FDN reimburses UNF through the weekly settlement run. | Access Article Here |
| Foundation Data Model (FDM) Overview | This job aid explains the Foundation Data Model used by Workday. | Access Article Here |
| Financial Security Roles | This job aid explains the financial security roles used in Workday. | Access Article Here |
| Cost Center Manager Role | This guide explains the responsibilities of a Cost Center Manager Role in Workday. | Access Article Here |
| How to Look up a Cost Center Manager and other Roles for a Cost Center in Workday | This job aid walks you through how to look up a cost center manager and other roles for a cost center in Workday. | Access Article Here |
| Create Budget Amendment for Organization: Temporary Budget Amendment on Operating Budget in Workday | This guide will walk you through creating a temporary budget amendment for your organization in Workday. | Access Article Here |
| Transmittal Form | This job aid walks you through how to fill out the Transmittal Form. | Access Article Here |
| Budget Fail Override Request: Navigate and troubleshoot budget errors in Workday. | This guide walks you through how to navigate and troubleshoot budget errors you may receive in Workday. | Access Article Here |
| Grants in Workday: How to Add the Grants Management Dashboard to Your Menu | This guide offers a quick step-by-step on how to add the Grants Management Dashboard to your menu in Workday. | Access Article Here |