Finance Training

  • LSU Branding Summary PDF
  • WD31 Update Summary PDF
  • WD30 Update Summary PDF
  • WD29 Update Summary PDF
  • WD28 Update Summary  PDF

  • Create Budget Amendment Reclassification PDF 
  • Create Position Budget  PDF
  • Determining Budget – Manager Budgetary Balance Report  PDF
  •  Determining Budget – Revenue and Expense by Program  PDF
  •  Manager Position Budgetary Balance Report with Employee Name  PDF
  •  Salary Savings vs. Non-Salary Savings  PDF
  •  Source of Funds  PDF

  • Asset Location Change  PDF
  • Transfer Assets  PDF
  • Transfer Assets for Surplus or Disposal  PDF

  • Assign Costing Allocations  PDF
  • Update Costing Allocation for Request Comp Change - Professorship  PDF

  • Customer Accounts Receivable and Deposit (CARD)  PDF

  • AP & Travel FY19 Processing Procedures PDF
  • Create Spend Authorization  PDF
  • Create Spend Authorization: Request Cash Advance  PDF
  • Create Expense Report: Cash Advance  PDF
  • Create Expense Report: Centrally Billed Account PDF
  • Create Expense Report: Employee Reimbursement Business Purpose  PDF 
  • Create Expense Report: LaCarte Procurement Expenses  PDF 
  • Create Expense Report: Travel Business Purpose (LaCarte & Personal Funds) PDF 
  • Disallowed Expenses  PDF
  • Expense Report for Non-Workers  PDF
  • Find Credit Card Transactions Not Expensed PDF
  • Find Expense Report for Cost Center  PDF
  • Find Spend Authorizations  PDF
  • Legacy Object Code Translation List  PDF
  • Schedule A Report PDF

  • Business Resource Management Worklet  PDF
  • Create Journal Entry: Correcting Journal  PDF 
  • Create Journal Entry: Internal Billing PDF 
  • FDM Translation Tool  PDF
  •  Saving an Email as a PDF  PDF
  • Workday FDM Translations for Legacy Accounts  PDF

  • How to Search a Grant  PDF
  • How to Search and Navigate an Award  PDF
  • Expense by Award Financial Report PDF
  • Expense by Award by Ledger Account Financial Report  PDF
  • Quick Guide to Running Expense by Award  PDF

  • Create Payroll Adjustment  PDF
  • Payment of Extra Earnings  PDF
  • Salary Calculations  PDF
  • Payroll Date Matrix  PDF

  • Apply Defaults to Requisitions  PDF
  • Change Order  PDF
  • Create Future FY Requisition Prior to July 1st  PDF
  • Create Receipt for Goods  PDF
  • Create Receipt for Services  PDF
  • Create Requisition for Non-Catalog Items - Goods (Competitive)  PDF
  • Create Requisition for Non-Catalog Items - Goods (Non-Competitive)  PDF
  • Create Requisition for Non-Catalog Items - Services  PDF
  • Create Requisition from Supplier Website  PDF
  • Create Requisition Templates  PDF
  • Find Purchase Order  PDF
  • Requisition Attachment Matrix  PDF
  • Requisition Types  PDF
  • Ship-To Location Keywords  PDF
  • Procurement Spend Categories  PDF
  • Transition to Workday: Faculty Training Handout  PDF
  • Transition to Workday: Faculty Training Presentation  PDF

  • Create Supplier Change  PDF
  • Find Supplier  PDF
  • Find Supplier Invoice  PDF
  • Supplier Invoice Approval  PDF
  • Find Supplier by Classification Type PDF
  • Supplier Registration PDF

  • Effort Certification Reviewer Role  PDF
  • Effort Certification Business Process  PDF
  • Certifying Effort as an Employee  PDF
  • Manager Role  PDF
  • Cost Center Manager Role  PDF

  • Finance Reports by Functional Area  XLSX
  • Find Journal  PDF
  • Journal Line Details  PDF
  • Journal Line Details with Employee Name  PDF
  • Journal Line Details with Employee Name and Type  PDF
  • Payroll Accounting Per Worktag  PDF
  • Reporting Tools Crosswalk  PDF
  • Trial Balance: Worktags with a Carryforward Amount  PDF

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Saving an Email as a PDF