The next time you're working with an invoice in Workday Finance, try out the new split screen feature Workday just released!
If you'd like to see a demonstration of this feature, check out the recording from our December 6 Fiscal Administrators meeting (available at this link on our website under "Fiscal Administrators"). Donna Cruzado of the Workday Support Team walks us through it at about minute 22.
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| Click on image for a larger view |
You'll see an option in the upper right-hand corner that allows you to expand the view to show attachments. This way, you can view the Invoice information with the attachment, side by side. If there are multiple attachments on the invoice, you can switch between viewing any of them.
As of now, this feature is limited to use with supplier invoices and adjustments, but we're recommending to Workday that they consider implementing it with purchase orders and internal service delivery.
TAKE A LOOK:
Here's where you find the arrow that allows you to split your screen.
And here's what the screen looks like with both screens open, side by side.
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