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
  • Workday Strategic Sourcing - Approving a Contract
  • Workday Strategic Sourcing - Submiting a Contract 
  • Workday Strategic Sourcing - Adding WSS to Workday Finance

Travel and Expense:

• Travel FAQs
• 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)
  • Expenses Hub
  • Add

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 Training