Keep Track of Approvals in Workday Financials

Make sure you're not a bottleneck for financial transactions in your school or unit!  Put "checking for actions that require your approval" on your to-do list.  Here's how:

Run the Processes Awaiting My Action report in Workday to see what is open and how many days it has been since the process was initiated.

Review these Quick Reference Guides for best practices and step-by-step instructions related to approving transactions: 

• Approve Workday Transactions
• Approve Workday Transactions - Cost Center Manager
• Expense Report Approval Chart
• Approve Expense Reports
• Supplier Invoice Approval
• Supplier Invoice Request Approval for Non-Employees
• Principal Investigator Reference Guide

Your colleagues will appreciate you ensuring these things are processed with little delay!