Financial Services Accounting and Reporting

Accounting and Reporting how to's

Articles (13)

Establishing or Changing Worktags

Short description of Worktag services.

How to Request a new Gift Worktag

Guide to completing a request for a new gift worktag.

How to Request a new Program Worktag

Guide to completing a request for a new program worktag.

How to Request a new Project Worktag

Guide to completing a request for a new project worktag.

Worktag Change Request

Guide to completing a request to change a worktag.

How to Request a new Activity Code Worktag

Guide to completing a request for a new activity code.

How to Request a new Detail Code Worktag

Guide to completing a request for a new detail code.

How to Request a new Revenue or Spend Category Worktag

Guide to completing a request for a new revenue or spend category.

How to Request a new Unit and/or Cost Centers

Guide to completing a request for a new unit or cost center(s).

Accounting and Reporting Other

Guide to completing an Accounting and Reporting Other request.

Training - Workday: Creating Journal Entries and Accounting Adjustments

Guide to completing a request for training journals and accounting adjustments.

Required vs Optional Attachments for each type of Worktag Request

This Knowledge Article provides a list of Required vs Optional Attachments for every type of worktag request.

NACUBO Expense Function Definitions

NACUBO (National Association of College and University Business Officers) definitions of expense functions.