Enhancements to Workday Reports
- Find Expense Report - Custom report to replace standard Find Expense Reports
- Alert-Credit Card Transactions Not Expensed - Added prompts for Cost Center and Hierarchy; added Employe name to the report
- Find Supplier Invoice - Custom report to replace standard Find Supplier Invoices; adds prompts for Cost Center and Hierarchy as well as Worktags
- Account Certification Actions Dashboard - Added links to references and related reports
- Miscellaneous Fixed Asset Report - Numerous minor changes to layouts and fields
New Reports Added to Workday
- Details for Account Certification - New report bringing together more elements to support the Account Certification process, including:
- Combines Revenue, Expense and Transfer Ledger Items
- Payee name/ID for Payroll Transactions
- ISD
- BP in Process Monitoring - New reports can be filtered to see all finance BPs awaiting action or approval
- Position without Costing Allocations - Identify positions within a Cost Center/Cost Center Hierarchy that do not have a Costing Allocation setup
Known Reporting Issues in Workday Currently Under Review
- General ledger transactions for Supplier Invoices do not pull in any description from the memo/line memo of the original transaction; no known fix at this time.
Enhancements to UBI Reports
- Workday Security Roles - fixed issue where contingent workers or employees in a non-standard configuration were excluded
- Workday Payroll Costing - Assignee field now available for custom reports
Apps/Reports Added & Removed from UBI
- Added: Workday Employee Lookup - replaces UVAFST Employee Mapping app. Look up employees by name or Cost Center and Hierarchy
- Added: SIS-WD Reconciliation - Finance Version
This new app is in production and is now available to users in one of these groups:EDW_P_Finance EDW_P_FAID_Department
We will gather any feedback on this app (and the Full Version) and do a consolidated update, timing dependent on the urgency of the request(s). Removed: UVAFST Fund Balance Realignment - Please use Workday Fund Balance Realignment Tracking
- Removed: UVAFST People Map - This app is no longer relevant; use Workforce report on the WorkdayFiscal Amin Dashboard to look up Employees for your Cost Center or Unit.
Known Reporting Issues in UBI Currently under Review or Development
- Workday Payroll Costing - Employee Default Cost Center to be added.
- Workday Journal Lines
- Budget Date
- Position missing on payroll transactions
- Payroll obligations - add an option to limit to the current fiscal year only
- Pay Period information is not available on payroll transaction
- Workday Budget vs. Actuals
- Limit Payroll obligations to the current fiscal year to align with budget
- Add Financial budget from WD/Adaptive
- Workday FDM Reference - SIS Allowed Flag missing from Gifts Information.
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Reporting Resources:
- Workday Reporting self-paced training, course materials, and QRGs available on the Workday Finance Training page
- Reports and Dashboards Office Hours Sessions (Tuesdays, 3 - 4 pm throughout August)
