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Finance

Purchasing

Workday Purchasing Tasks 101

Purchasing Card Verification Tutorial

Accounting

Creating Accounting Journals 

Deposits & Refunds

Budgeting

The reports we use often to look up Budget information is as follows:

  • CR GRA SPS Award Budget to Actuals Summary
  • CR GFT Budget to Actuals Summary – this is to look up your gift accounts (GF) or (PG)
  • CR FIN Core/Non-Core Program Financial Position Summary
  • CR FIN Core Budget to Actuals with Encumbrances Summary – This is the one for your general state funds. (PG)
  • CR FIN Non-Core Budget to Actuals with Encumbrances Summary – This is mostly for Service Centers/workshop accounts. (PG)
  • CR FIN Transaction Detail
  • CR GRA PI/Cost Center expense Detail Report
  • CR Pay Fringe Benefit Rate Calculation

Below is a list that also might come in handy

Type Type in Workday Search Bar Comments
CORE – Budget to Actuals CR FIN Core Budget to Actuals Summary Report for comparing Core Budget versus expenses.
CORE – Budget to Actuals CR FIN Core Budget to Actuals with Encumbrances Summary Report for comparing Core Budget versus expenses and encumbrances.
Non-CORE – Budget to Actuals CR FIN Non-Core Budget to Actuals Summary Report for comparing Non-Core Budget and revenue versus expenses.
Non-CORE – Budget to Actuals CR FIN Non-Core Budget to Actuals with Encumbrances Summary Report for comparing Non-Core Budget and revenue versus expenses and encumbrances.
Gifts CR GFT Gift Expense and Revenue Summary by Cost Center Report noting Total Revenues, Expenses, Commitments, Obligation by Gift with associated Cost Center.
Gifts CR GFT Financial Summary Report requested by Gift Hierarchy, noting Contributions, Revenues, Expenses, Total Spend and Available Balance by gifts under this Gift Hierarchy.
Gifts CR GFT Budget to Actuals Summary Report summarizing by Gift Beginning Balance, Revenue, Expenses, Commitments, Obligations and Remaining Balance Available. Report drill down available for details.
Grants CR GRA Award Lines PI Financial Summary Use this custom report to view award budget to actuals, and monitor sponsor invoicing and payment receipt for awards.
Grants CR GRA Grant Expenditure Detail by Cost Center Use this report to view total Direct and Indirect costs charged to Grants in your Cost Center(s) within the timeframe specified in the prompt set.
Grants CR PAY Payroll Accounting Detail View payroll charged by pay period to Workers.