Workday Finance: Expenses

Business Process Description Audience Tip Sheet Tutorial
Create Spend Authorization Learn how to create a Spend Authorization, for yourself and on behalf of other workers, to request a cash advance for University-related travel expenses and find related reports.  Employee Coming Soon
Create Expense Report Learn how to create an Expense Report, for yourself and on behalf of other workers, to request reimbursement for expenses, reconcile Travel Card transactions, itemize or split cost for items, and find related reports. Employee
Create Expense Report (UMH) Learn how to create an Expense Report on behalf of University of Miami Hospital (UMH) employees to request reimbursement for expenses, itemize or split cost for items, and find related reports Expense Data Entry Specialist (UMH Only) Coming Soon
Create Expense Report for Per Diem Learn how to create an Expense Report with various per diem options, complete a Travel Journal, and find related reports.  Employee, Expense Data Entry Specialist N/A
Create Expense Report for Per Diem (UMH) Learn how to create an Expense Report on behalf of University of Miami Hospital (UMH) employees with per diem options, complete a Travel Journal, and find related reports. Expense Data Entry Specialist (UMH Only) N/A
Create Expense Report from Spend Authorization Learn how to create an Expense Report from a Spend Authorization, reconcile Travel Card transactions, itemize or split cost for items, and find related reports.   Employee, Expense Data Entry Specialist Coming Soon
Create Supplier Request/ Invoice for Check Requests Learn how to request a check for taxable payments, including creating a payee in Workday and setting up a payment. Procurement Data Entry Specialist, Expense Data Entry Specialist
Non-Employee and Student Reimbursement Form The Non-Employee and Student Expense Reimbursement Form is used to request reimbursement for non-employees and University of Miami students for expenses incurred on behalf of the University (e.g. airfare, lodging, and per diem). Learn how to access and complete the form, and follow up on requests that have been submitted. Employee, Non-Employee, Student N/A