Expense Report Clean Up

Check your draft expense reports!

contributed by the UVAFinance Expense Team

In January, we will be completing a clean-up of expense reports from 2023 and earlier that remain in an "In Progress" status. Please review the timeline and next steps below to ensure all necessary reports are completed and submitted.

Timeline & Next Steps

1. Early January:

   • A targeted email will be sent to all Expense Owners with "In Progress" expense reports created before January 1, 2024.
   • This email will remind users to review, complete, submit, and ensure all approvals are complete on any necessary reports.  

2. Updated Reporting Tool:

   • The "Expense Reports in Draft or In Progress Status" report in Workday has been updated to include the MBU field, allowing users to search for reports within their area more efficiently.
   • This functionality is available on the prompt/parameter page for easy access.

3. Friday, January 17:

   • Any "In Progress" expense report with a creation date prior to January 1, 2024, will be automatically canceled.

What You Need to Do

• Review your expense reports now to avoid losing important information.
• Use the updated Workday report to identify any outstanding reports in your area.

For questions or assistance, please reach out to us at askfinance@virginia.edu.