Expenses: Create Expense Reports and Spend Authorizations

Employees

 

Create a Receipt:


Once your order comes in, you'll need to go into Workday and create a receipt. To get started:

  1. From the Workday home page, navigate to the search bar and type Create Receipt or click the Expenses & Purchases application. If you do not have the Expenses & Purchases application on your home page and would like to add it to your home page, click here.
  2. 2.    Click Create Receipt under the actions menu (if you clicked the Expenses & Purchases application).
  3. 3.    Click the Purchase Order radio button and type in your PO number. If you don't know the PO number, you can type in the name of the supplier/vendor and it will pull up the PO number. If you know you received your order in full, you can click the Fully Receive check box.
  4. 4.    Click OK.
  5. 5.    Fill out the Line Information form. If you received your order in full, you can click the Fully Receive check box. Otherwise, fill in the Quantity to Receive as the number you received. Include a description of the order in the Memo field.
  6. 6.    Scroll up to the attachments section and click the Select Files button and attach the packing slip. Keep in mind if you have one packing slip for multiple goods lines, you only need to attach that packing slip once. If you didn't receive a packing slip with your order, please attach a note that states you didn't receive a packing slip.
  7. 7.    Click Submit.


Your screens and processes may vary slightly from this document.