{"id":71,"date":"2024-11-19T14:41:12","date_gmt":"2024-11-19T14:41:12","guid":{"rendered":"https:\/\/www.wisconsin.edu\/workday\/?page_id=71"},"modified":"2026-04-08T18:52:02","modified_gmt":"2026-04-08T18:52:02","slug":"workday-for-finance-staff","status":"publish","type":"page","link":"https:\/\/www.wisconsin.edu\/workday\/workday-for-finance-staff\/","title":{"rendered":"Workday for Finance Professionals"},"content":{"rendered":"\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:33.33%\">\n<h2 class=\"wp-block-heading\">Resources<\/h2>\n\n\n<nav class=\"wp-block-navigation is-layout-flex wp-block-navigation-is-layout-flex\" aria-label=\"Navigation 3\"><ul class=\"wp-block-navigation__container  wp-block-navigation\"><li data-wp-context=\"{ &quot;submenuOpenedBy&quot;: { &quot;click&quot;: false, &quot;hover&quot;: false, &quot;focus&quot;: false }, &quot;type&quot;: &quot;submenu&quot;, &quot;modal&quot;: null, &quot;previousFocus&quot;: null }\" data-wp-interactive=\"core\/navigation\" data-wp-on--focusout=\"actions.handleMenuFocusout\" data-wp-on--keydown=\"actions.handleMenuKeydown\" data-wp-watch=\"callbacks.initMenu\" tabindex=\"-1\" class=\"wp-block-navigation-item has-child open-on-click wp-block-navigation-submenu\"><button data-wp-bind--aria-expanded=\"state.isMenuOpen\" data-wp-on--click=\"actions.toggleMenuOnClick\" aria-label=\"Research Administration Management Portal submenu\" class=\"wp-block-navigation-item__content wp-block-navigation-submenu__toggle\" ><span class=\"wp-block-navigation-item__label\">Research Administration Management Portal<\/span><\/button><span class=\"wp-block-navigation__submenu-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" viewBox=\"0 0 12 12\" fill=\"none\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M1.50002 4L6.00002 8L10.5 4\" stroke-width=\"1.5\"><\/path><\/svg><\/span><ul data-wp-on--focus=\"actions.openMenuOnFocus\" class=\"wp-block-navigation__submenu-container wp-block-navigation-submenu\"><li class=\" wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\"  href=\"https:\/\/rsp.wisc.edu\/training\/atp-ramp-resources.cfm\"><span class=\"wp-block-navigation-item__label\">RAMP &#8211; UW-Madison<\/span><\/a><\/li><li class=\" wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\"  href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/147828\"><span class=\"wp-block-navigation-item__label\">RAMP &#8211; UW-Milwaukee and Comprehensives<\/span><\/a><\/li><\/ul><\/li><\/ul><\/nav>\n\n<nav class=\"wp-block-navigation is-layout-flex wp-block-navigation-is-layout-flex\" aria-label=\"Navigation 5\"><ul class=\"wp-block-navigation__container  wp-block-navigation\"><li data-wp-context=\"{ &quot;submenuOpenedBy&quot;: { &quot;click&quot;: false, &quot;hover&quot;: false, &quot;focus&quot;: false }, &quot;type&quot;: &quot;submenu&quot;, &quot;modal&quot;: null, &quot;previousFocus&quot;: null }\" data-wp-interactive=\"core\/navigation\" data-wp-on--focusout=\"actions.handleMenuFocusout\" data-wp-on--keydown=\"actions.handleMenuKeydown\" data-wp-watch=\"callbacks.initMenu\" tabindex=\"-1\" class=\"wp-block-navigation-item has-child open-on-click wp-block-navigation-submenu\"><button data-wp-bind--aria-expanded=\"state.isMenuOpen\" data-wp-on--click=\"actions.toggleMenuOnClick\" aria-label=\"Policies and Calendars submenu\" class=\"wp-block-navigation-item__content wp-block-navigation-submenu__toggle\" ><span class=\"wp-block-navigation-item__label\">Policies and Calendars<\/span><\/button><span class=\"wp-block-navigation__submenu-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" viewBox=\"0 0 12 12\" fill=\"none\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M1.50002 4L6.00002 8L10.5 4\" stroke-width=\"1.5\"><\/path><\/svg><\/span><ul data-wp-on--focus=\"actions.openMenuOnFocus\" class=\"wp-block-navigation__submenu-container wp-block-navigation-submenu\"><li class=\" wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\"  href=\"https:\/\/www.wisconsin.edu\/uw-policies\/uw-system-administrative-policies\/\"><span class=\"wp-block-navigation-item__label\">UW System Administrative Policies &amp; Procedures<\/span><\/a><\/li><li class=\" wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\"  href=\"https:\/\/www.wisconsin.edu\/shared-services\/wp-content\/uploads\/sites\/346\/2025\/07\/pay-bw-calendar-2025.pdf\"><span class=\"wp-block-navigation-item__label\">2025 Employee Payroll Calendar<\/span><\/a><\/li><li class=\" wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\"  href=\"https:\/\/www.wisconsin.edu\/shared-services\/wp-content\/uploads\/sites\/346\/2025\/06\/pay-bw-calendar-2026.pdf\"><span class=\"wp-block-navigation-item__label\">2026 Employee Payroll Calendar<\/span><\/a><\/li><li class=\" wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\"  href=\"https:\/\/www.wisconsin.edu\/workday\/wp-content\/uploads\/sites\/336\/2026\/02\/pay-bw-calendar-2027-full-1.pdf\"><span class=\"wp-block-navigation-item__label\">2027 Employee Payroll Calendar<\/span><\/a><\/li><\/ul><\/li><\/ul><\/nav>\n\n<nav class=\"wp-block-navigation is-layout-flex wp-block-navigation-is-layout-flex\" aria-label=\"Libraries and Tools\"><ul class=\"wp-block-navigation__container  wp-block-navigation\"><li data-wp-context=\"{ &quot;submenuOpenedBy&quot;: { &quot;click&quot;: false, &quot;hover&quot;: false, &quot;focus&quot;: false }, &quot;type&quot;: &quot;submenu&quot;, &quot;modal&quot;: null, &quot;previousFocus&quot;: null }\" data-wp-interactive=\"core\/navigation\" data-wp-on--focusout=\"actions.handleMenuFocusout\" data-wp-on--keydown=\"actions.handleMenuKeydown\" data-wp-watch=\"callbacks.initMenu\" tabindex=\"-1\" class=\"wp-block-navigation-item has-child open-on-click wp-block-navigation-submenu\"><button data-wp-bind--aria-expanded=\"state.isMenuOpen\" data-wp-on--click=\"actions.toggleMenuOnClick\" aria-label=\"Libraries and Tools submenu\" class=\"wp-block-navigation-item__content wp-block-navigation-submenu__toggle\" ><span class=\"wp-block-navigation-item__label\">Libraries and Tools<\/span><\/button><span class=\"wp-block-navigation__submenu-icon\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" viewBox=\"0 0 12 12\" fill=\"none\" aria-hidden=\"true\" focusable=\"false\"><path d=\"M1.50002 4L6.00002 8L10.5 4\" stroke-width=\"1.5\"><\/path><\/svg><\/span><ul data-wp-on--focus=\"actions.openMenuOnFocus\" class=\"wp-block-navigation__submenu-container wp-block-navigation-submenu\"><li class=\" wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\"  href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/148820\"><span class=\"wp-block-navigation-item__label\">EIB Library<\/span><\/a><\/li><li class=\" wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\"  href=\"https:\/\/www.wisconsin.edu\/workday\/workday-for-finance-staff\/foundation-data-model\/\"><span class=\"wp-block-navigation-item__label\">Foundation Data Model<\/span><\/a><\/li><li class=\" wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\"  href=\"https:\/\/www.wisconsin.edu\/workday\/workday-reporting\/\"><span class=\"wp-block-navigation-item__label\">Data and Reporting<\/span><\/a><\/li><li class=\" wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\"  href=\"https:\/\/www.wisconsin.edu\/workday\/book-codes-and-books\/\"><span class=\"wp-block-navigation-item__label\">Book Codes and Books<\/span><\/a><\/li><li class=\" wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\"  href=\"https:\/\/www.wisconsin.edu\/workday\/workday-for-finance-staff\/journal-sources\/\"><span class=\"wp-block-navigation-item__label\">Journal Sources<\/span><\/a><\/li><li class=\" wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\"  href=\"https:\/\/www.wisconsin.edu\/workday\/wp-content\/uploads\/sites\/336\/2026\/02\/pay-uncl-bw-calendars-2026-full-Finance-enhanced.pdf\"><span class=\"wp-block-navigation-item__label\">2026 Pay Schedules for Finance Professionals<\/span><\/a><\/li><li class=\" wp-block-navigation-item wp-block-navigation-link\"><a class=\"wp-block-navigation-item__content\"  href=\"https:\/\/www.wisconsin.edu\/workday\/wp-content\/uploads\/sites\/336\/2026\/02\/pay-bw-calendar-2027-full-Finance-enhanced-2.pdf\"><span class=\"wp-block-navigation-item__label\">2027 Pay Schedules for Finance Professionals<\/span><\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:66.66%\">\n<div class=\"wp-block-uwsa-callout-block\" style=\"background-color:#FFFFFF\"><h3><a href=\"https:\/\/www.wisconsin.edu\/workday\/workday-feature-releases\/\" class=\"callout-main-title\" target=\"\"><strong><strong>The SFS shutdown has been extended until June 30, 2026<\/strong>.<\/strong><\/a><\/h3>\n<p>Pre-Workday data is available via legacy systems for a limited period of time: HRS data was available through OBIEE through November 2025, and SFS data will be available in WISER through September 2026.<\/p>\n<\/div>\n\n\n\n<p>Universities of Wisconsin finance staff use Workday to perform many important finance business processes, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Reviewing and approving expense reports or purchases<\/li>\n\n\n\n<li>Generating customer invoices<\/li>\n\n\n\n<li>Overseeing a procurement process<\/li>\n\n\n\n<li>Completing payroll costing allocations and adjustments<\/li>\n\n\n\n<li>Completing journal entries and adjustments<\/li>\n\n\n\n<li>Searching for financial data and running reports<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Finance Actions in Workday<\/h2>\n\n\n\n<p>Workday brings many finance business processes into a single, integrated platform. Expand the menus to find job aids for common finance processes or to <a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/\">access job aids and how-to videos<\/a> sorted by topic.<\/p>\n\n\n\n<div class=\"wp-block-uwsa-accordion\">\n<details class=\"wp-block-uwsa-panel\"><summary>Adaptive Planning<\/summary><div class=\"panel-body\">\n<p>Workday Adaptive Planning&nbsp;supports&nbsp;budgeting, forecasting, and financial reporting. Adaptive Planning&nbsp;incorporates financial and Workday HCM data to&nbsp;enable&nbsp;individual universities&nbsp;and central offices to plan using shared data, common assumptions, and standardized structures.&nbsp;Adaptive Planning supports detailed financial modeling, position-based budgeting, compensation planning, and scenario analysis, while promoting transparency and alignment across&nbsp;universities. The platform is used for systemwide forecasting and annual budget development.&nbsp;<\/p>\n\n\n\n<p>If you&nbsp;need access to Adaptive Planning, please contact your&nbsp;<a href=\"https:\/\/www.wisconsin.edu\/financial-administration\/systemwide-business-office-directory\/budget-officers\/\" target=\"_blank\" rel=\"noreferrer noopener\">campus Budget Office<\/a>r.&nbsp;&nbsp;<\/p>\n\n\n\n<p><strong>Quick Links<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/153642\" target=\"_blank\" rel=\"noreferrer noopener\">Adaptive Planning Dashboards<\/a>&nbsp;<\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/153858\" target=\"_blank\" rel=\"noreferrer noopener\">Adaptive Planning Workflow<\/a>&nbsp;<\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/153873\" target=\"_blank\" rel=\"noreferrer noopener\">Using Compensation Planning in Adaptive Planning<\/a>&nbsp;<\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/154059\" target=\"_blank\" rel=\"noreferrer noopener\">Revenue and Non-Compensation Planning in Adaptive Planning<\/a>&nbsp;<\/li>\n<\/ul>\n\n\n\n<p><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/search.php?offset=0&amp;cat=15498&amp;aud=462&amp;limit=20&amp;format=standard&amp;mode=1\" target=\"_blank\" rel=\"noreferrer noopener\">Browse Adaptive Planning Job Aids for Financial Professionals<\/a>&nbsp;&nbsp;<\/p>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary>Banking and Settlement<\/summary><div class=\"panel-body\">\n<p>Workday will be used to manage payments made to and from the Universities of Wisconsin, including processing payments and printing checks. Banking in Workday uses functionality for automatic bank reconciliation and payment application.<\/p>\n\n\n\n<p><strong>Quick Links<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/148324\">Reconcile Bank Statements<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/148423\">Completed Settlement Run<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/148333\">Print Checks<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/149034\">Request to Void Non-Payroll Check<\/a><\/li>\n<\/ul>\n\n\n\n<p><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/search.php?cat=14936\">Browse Banking and Settlement Job Aids for Finance Professionals<\/a><\/p>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary>Budget<\/summary><div class=\"panel-body\">\n<p>The budget process is supported by Workday Financial Management and related reporting tools that&nbsp;leverage&nbsp;integrated data from Workday to support budget amendments, monitoring, and analysis using a consistent, systemwide framework. Budgeting&nbsp;support from&nbsp;Workday reduces manual reconciliation, improves data consistency across campuses, and supports&nbsp;timely&nbsp;visibility into financial position and performance to inform decision-making.&nbsp;<\/p>\n\n\n\n<p><strong>Quick Links<\/strong>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/156954\" target=\"_blank\" rel=\"noreferrer noopener\">Key Reports for Budgeting<\/a>&nbsp;<\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/151537\" target=\"_blank\" rel=\"noreferrer noopener\">Create a Budget Amendment<\/a>&nbsp;<\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/144617\" target=\"_blank\" rel=\"noreferrer noopener\">Managing an Enterprise Interface Builder (EIB)<\/a>&nbsp;<\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/149715\" target=\"_blank\" rel=\"noreferrer noopener\">Budget Amendments (Manually Entered via EIB Load<\/a>)&nbsp;<\/li>\n<\/ul>\n\n\n\n<p><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/search.php?offset=0&amp;cat=15498&amp;aud=462&amp;limit=20&amp;format=standard&amp;mode=1\" target=\"_blank\" rel=\"noreferrer noopener\">Browse Budgeting Job Aids for Financial Professionals<\/a><\/p>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary>Business Assets<\/summary><div class=\"panel-body\">\n<p>Workday will be used to manage business assets (also known as fixed assets). Each university is responsible for maintaining accurate capital equipment records, including but not limited to book value, depreciation, and federal ownership. Workday will also be used as our system of record for biannual physical inventory requirements.<\/p>\n\n\n\n<p><strong>Quick Links<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/144740\">Request to Dispose of an Asset<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/144648\">Issue an Asset<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/144649\">Share an Asset<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/146842\">Transfer an Asset<\/a><\/li>\n<\/ul>\n\n\n\n<p><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/search.php?cat=14938\">Browse Business Assets Job Aids for Finance Professionals<\/a><\/p>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary>Customer Accounts<\/summary><div class=\"panel-body\">\n<p>The customer accounts processes (also known as accounts receivable) in Workday will be used to manage customer invoices and collection of revenue. These processes in Workday maximize the Universities of Wisconsin\u2019s collection of delinquent accounts receivable and minimize the administrative cost of those efforts.<\/p>\n\n\n\n<p><strong>Quick Links<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/144657\">Create Customer Invoice Event<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/144667\">Request Customer Refund<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/144668\">Bad Debt Write-Off<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/144654\">Create Customer Deposit<\/a><\/li>\n<\/ul>\n\n\n\n<p><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/search.php?cat=14940\">Browse Customer Accounts Job Aids for Finance Professionals<\/a><\/p>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary>Expense Reports\/University Credit Cards<\/summary><div class=\"panel-body\">\n<p>Workday Expenses will be used to submit expense reports, track expense reports through the approval process, and reconcile credit card transactions. Some support staff may submit expense reports on behalf of others.<\/p>\n\n\n\n<p><strong>Quick Links<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/144693\">Create an Expense Report &#8211; Employee<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/144701\">Addressing Fraudulent Charges on a UW Credit Card &#8211; Employee<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/144705\">Submitting Expenses on Behalf of Other Employees<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/144706\">Find Expense Report Status and Spend Authorization Status &#8211; Employee<\/a><\/li>\n<\/ul>\n\n\n\n<p><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/search.php?cat=14942\">Browse Expense Reports Job Aids for Finance Professionals<\/a><\/p>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary>Financial Accounting<\/summary><div class=\"panel-body\">\n<p>Financial accounting in Workday occurs on an accrual basis and includes accounting adjustments and journals. Accounting adjustments are created for adjustments of settled operational transactions, such as supplier invoices or expense reports. Accounting journals are used to move partial costs or transfer revenues between worktags.<\/p>\n\n\n\n<p><strong>Quick Links<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/144752\">Create Accounting Journal<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/148639\">Create Accounting Adjustment<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.wisconsin.edu\/workday\/wp-content\/uploads\/sites\/336\/2026\/02\/View_Integration_Worktag_Mapping-2026.02.20.pdf\" data-type=\"link\" data-id=\"https:\/\/www.wisconsin.edu\/workday\/wp-content\/uploads\/sites\/336\/2026\/02\/View_Integration_Worktag_Mapping-2026.02.20.pdf\">FY26 Ledger Account Crosswalk to DOA Account<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.wisconsin.edu\/workday\/wp-content\/uploads\/sites\/336\/2026\/03\/Approp_Structure-FY2025-2026-update-2026.02.27.xlsx\">FY26 Appropriation Structure<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.wisconsin.edu\/workday\/wp-content\/uploads\/sites\/336\/2026\/02\/Budget-Transfer-Form-New.xlsx\">Systemwide Budget Amendment Request Form<\/a><\/li>\n<\/ul>\n\n\n\n<p><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/search.php?cat=14900\">Browse Financial Accounting Job Aids for Finance Professionals<\/a><\/p>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary>Internal Service Delivery<\/summary><div class=\"panel-body\">\n<p>Internal service delivery (ISD) in Workday refers to processes related to internal billing actions both within and between the Universities of Wisconsin.<\/p>\n\n\n\n<p><strong>Quick Links<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/144683\">Request to Create or Update Internal Catalogs and Catalog Items<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/144674\" data-type=\"page\" data-id=\"552\">Request to Become an Internal Service Provider<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/144678\">Create Internal Service Delivery<\/a><\/li>\n<\/ul>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary>Inventory<\/summary><div class=\"panel-body\">\n<p>Many actions related to inventory management \u2014 such as stocking, tracking, and replenishing internal goods and supplies \u2014 will happen in Workday. ShopUW+ will be used to handle other parts of the inventory process, like creating a requisition for inventory fulfillment.<\/p>\n\n\n\n<p><strong>Quick Links<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/146852\">Replenish Inventory<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/146883\">Create a Receipt for Inventory Replenishment<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/146887\">Move Inventory<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/146888\">Adjust Inventory<\/a><\/li>\n<\/ul>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary>Payroll Accounting<\/summary><div class=\"panel-body\">\n<p>Costing allocations provide the funding details related to payroll transactions in Workday. Costing allocations are set up during various stages of HR business processes and can also be managed ad hoc.<\/p>\n\n\n\n<p><strong>Quick Links<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/144615\">Assign Costing Allocation<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/144684\">Payroll Accounting Adjustment<\/a><\/li>\n<\/ul>\n\n\n\n<p><strong>Payroll Accounting Resources<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.wisconsin.edu\/workday\/wp-content\/uploads\/sites\/336\/2025\/07\/FY2026-Work-Study-Programs-and-Percent-Splits-by-University.xlsx\">FY2026 Work Study Programs (7\/1\/25-6\/30\/26) and % Splits by University<\/a><\/li>\n<\/ul>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary>Procurement\/Purchasing<\/summary><div class=\"panel-body\">\n<p>Workday will be used to create requisitions, purchase orders, and receipts, and to manage supplier accounts. Some steps in the end-to-end procurement process, like catalog shopping, will take place in ShopUW+.<\/p>\n\n\n\n<p><strong>Quick Links<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/144686\">Create Requisition for Non-Catalog Order &#8211; Employee<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/144687\">Create Requisition for Catalog Order &#8211; Employee<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/144688\">Issue Purchase Order<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/146991\">Create Change Order<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/page.php?id=144691\">Create Supplier Invoice Request<\/a><\/li>\n<\/ul>\n\n\n\n<p><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/search.php?cat=14949\">Browse Procurement\/Purchasing Job Aids for Finance Professionals<\/a><\/p>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary>Projects<\/summary><div class=\"panel-body\">\n<p>Many actions related to capital and non-capital projects will happen in Workday.<\/p>\n\n\n\n<p>Planning and approval of capital project initiatives will happen outside of Workday, while financial transactions for capital projects will be recorded in Workday for analysis and regular financial reporting. Actual transactions for Universities of Wisconsin-managed projects will be processed in Workday and recorded to the project, while transactions for state-managed capital projects will be routed from the Department of Administration to Workday.<\/p>\n\n\n\n<p><strong>Quick Links<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/147342\">Create and Amend Project Budget<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/146844\">Create and Capitalize Project Asset(s)<\/a><\/li>\n<\/ul>\n<\/div><\/details>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Resources Universities of Wisconsin finance staff use Workday to perform many important finance business processes, including: Finance Actions in Workday Workday brings many finance business processes into a single, integrated [&hellip;]<\/p>\n","protected":false},"author":3630,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-71","page","type-page","status-publish","hentry"],"publishpress_future_workflow_manual_trigger":{"enabledWorkflows":[]},"_links":{"self":[{"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/pages\/71","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/users\/3630"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/comments?post=71"}],"version-history":[{"count":40,"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/pages\/71\/revisions"}],"predecessor-version":[{"id":2331,"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/pages\/71\/revisions\/2331"}],"wp:attachment":[{"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/media?parent=71"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}