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Workday Expense Reporting

Started Jan 5, 2022


Full course description

Course Objectives : After taking this course, UBC Faculty, Staff and Student Workers will be able to create expense reports to claim reimbursement for out-of-pocket expenses and reconcile UBC VISA Card transactions and cash advances using Workday.

Learning Outcomes By the end of this course you will be able to:

  • Describe the general expense reporting workflow, including the conditional approval step logic.
  • Create and submit an expense reports with all the necessary information.
  • Reconcile UBC VISA Card transactions on an expense report.
  • Review Professional Development Fund availability and submit claims against it.
  • Track and review previously submitted expenses.
  • Create quick expenses using the Workday Mobile App, and add them to an expense report.
  • Request and reconcile a spend authorization and/or a cash advance.
  • Delegate expense report tasks to other Workday system users, and perform expense-related tasks as a delegate.

Audience: UBC Faculty, Staff and Student Workers.

Course FormatOnline, Self-Serve

Course Duration: 30-60 Minutes

Course Requirements: Before taking this course, learners should complete the following prerequisites:

  • Workday Basics
  • Workday Finance Foundations

Assessment:  Assessment for this course is in the form of a short quiz designed to aid understanding and knowledge retention.

Keywords: WY, OE

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