I used my ºÚÁϳԹÏÍø±¬ÍøÕ¾ credit card for a purchase, what do I do now?
It will take the credit card expense a couple of days to import into your Workday Expense transaction list. In the meantime, you can add your receipt to the system via the Workday Mobile app, or scan and upload the receipt into a folder. The receipt will then be ready to attach to the credit card expense once it appears in the system and you are ready to create your expense report.
How do I access another account as a delegate?
Once you are logged into Workday, click on your profile in the upper right and then select Switch Account and select the account that you would like to access.
Do I need to enter a business reason in the memo field of each expense item?
If all expenses relate to a single business purpose included in the header Memo, a Business Reason for each expense line item is not required.
Do I need a receipt for expenses under $50?
The Controller's Office does not require receipts for expenses under $50 but please feel free to include them.
How do I assign a delegate user to my account for assisting me with my reports?
If you need to add or update your delegate settings, please .
What if I do not have a receipt?
Receipts are required for expenses of $50.00 or greater. If you misplaced your receipt please indicate this within the memo line for that particular expense item.
How long does it take to be reimbursed for out of pocket expenses?
All expense reports processed by the Controller's Office by Tuesday at 3:00 p.m. will be included for payment that Thursday. You will receive a notification within Workday once the payment has been made and the funds should be available in your account by Friday.
How do I access an expense report submitted through Certify?
If you need a copy of an expense report submitted in Certify, please email Joanna. Please include the timeframe for the archived report data.
