Workday Finance Training

The Workday Finance Team will continue to offer in-person training to the Bentley Community.

For detailed walkthroughs of Workday transactions, please refer to the job aids and videos below.

Please contact ga_workdayfinance@bentley.edu with any issues you might encounter.

General Finance Information:

• Financial Data Model Summary

• Workday Finance Data Model Video

• Commonly Used Spend Categories

• Crosswalk of Tasks: How you did it in Banner, How you do it in Workday

• Job Aids:

  • Getting Started in Workday

  • Add Mobile App

  • Manage Delegations

  • Add Favorites

Travel and Expense:

• Travel FAQs

• Expense Report Video

• Job Aids:

  • Travel and Expense Book

  • Create a Spend Authorization

  • Using the Expense Mobile App

  • Create an Expense Report (Employees)

  • Create an Expense Report (Non Employees)

Procurement and Invoice Processing:

• Supplier Invoice Flowchart

• WB Mason Punch-out Video

• Verify Procurement Card Video

• Job Aids:

  • Procurement Book

  • WB Mason Punch-out

  • Verify Procurement Card Transactions

  • Create Supplier Request

  • Create Requisition

  • Create Supplier Invoice Request 

Cost Center Managers:

• Cost Center Manager Information Session

• Cost Center Manager Training

• Job Aids:

  • Cost Center Manager Book

  • Create Budget Amendment

Capital Projects:

• Job Aid:

  • Capital Projects Book

Financial Reporting:

• Financial Reporting Training 

Budget Planning:

• Workday Adaptive Job Aid
• Workday Adaptive Training