$ FINANCE

The purpose of this job aid to assist employee on how to create a change order in workday. A change order should only be created by the original requestor or the buyer and is created to make amendments to a purchase order that has been issued.

The purpose of this job aid is to assist employees in Creating Expense Reports for employee mileage reimbursement.

The purpose of this job aid is to assist employees in creating expense reports for self and/or student travel.

The purpose of this job aid is to assist employees in creating a receipt for goods and/or services purchased.

The purpose of this job aid is to assist employees in creating a return for goods and/or services in Workday. Returns are usually the result of an over-receipt, duplication of receipt, exchange, damaged goods, or return for credit. Requestors need to work with the Buyer to obtain a return authorization number before submitting a return.

The purpose of this job aid is to assist employees on how to create a Spend Authorization in Workday. A spend authorization is a pre-approval that must be created and approved in Workday for employees and students prior to travel start date.

This job aid explains how to designate direct deposit to receive payment(s) for employee expenses such as travel expenses, mileage, tuition reimbursement and employees’ purchases (Expense Report).

This job aid explains the conversion from our Central Integrated Database (CID) legacy account structure to our new worktags structure in Workday.

Ledger accounts are accounts that make up the financial statement in Workday. The ledger accounts that have been loaded into WD have been consolidated according to the state reporting requirements on the Annual Financial Report (AFR).

This job aid will explain the basic concepts of Worktags and their purpose.
These concepts are necessary for finance users to understand when completing finance related transactions, regardless of the type of finance transaction being initiated.

Workday considers customers to be a type of business entity and to record your sales and create receivables accounting you can use customer invoices. Triggers for invoice creation include the shipment of physical goods, the delivery of services, or the billing schedule for an ongoing project, subscription, or membership. You can print invoices to send to customers as necessary.

The purpose of this job aid is to assist employees on how to find a purchase order in Workday. A purchase order is an authorization to purchase the goods and/or services and is generated by the Procurement department once the requisition has been sourced and issued. A purchase order indicates the description, quantity, payment terms and other associated conditions of the purchase.

Grants are external funding opportunities that advances Broward College’s vision, mission and Strategic plan. Grants can supplement financial resources to provide seed funding for programs, staff and equipment. The purpose of this job aid is to assist grant managers in gaining knowledge and understanding of Grants Management - Post award process setup in Workday.

This job aid explains the process of how to register, issue, transfer, identify purchase information and dispose an asset.
Please note that only authorized users who have Workday Business Asset roles will have the security access to perform asset related tasks in Workday.

The purpose of this job aid is to assist employees in creating a requisition to request goods and/or services for Requisitions for Guest Speaker/Lecturer.

The purpose of this job aid is to assist employees in creating a requisition to request goods and/or services for Requisitions - Bid Waivers.

The purpose of this job aid is to assist employees in creating a requisition to request memberships or sponsorships through the Create Requisitions task in Workday.

The purpose of this job aid is to assist employees in creating a requisition to request goods and services. There are two types of requisitions:
1. Catalog Requisition - from suppliers with whom the college has negotiated prices for specific items
2. Non-Catalog Requisition, formerly Ad Hoc Request - (most common) for those items that are either non-catalog items, or for blanket orders
Requestor can work with the appropriate commodity buyer to create a requisition.

The purpose of this job aid is to assist employees in creating expense report for employee purchases for self and/or on behalf of another worker.

The purpose of this job aid is to assist employees in creating a requisition through the "punchout" process. Punchout is the process of connecting to suppliers' websites, with whom the college has entered into an agreement to use the supplier's negotiated catalog. When punching out, the requestor is leaving the Workday application and entering the supplier catalog site to identify item(s) they would like to purchase through the "add to cart" process, and then checking out.

The purpose of this job aid is to assist employees in creating a new supplier request in Workday to obtain approval to do business with a vendor who is not in the Workday system.

The purpose of this job aid is to assist employees on how to find and edit a requisition in “draft” or “in progress” status. A requisition must be edited by only the requestor who submitted the requisition in Workday. If you wish to edit/modify a requisition, or add and/or remove documents on a requisition, please see the procedure below.

This training aid will assist with completing the procurement card application and accessing the online training. (Note: If you are submitting the application on behalf of another employee then select Create Spend Authorization for Worker).

Training aid provides step by step instruction reconciling an invoice for purchase.

This training aid will assist with completing the travel card application and accessing the online training. (Note: If you are submitting the application on behalf of another employee then select Create Spend Authorization for Worker).

The purpose of this job aid is to assist employees in verifying P card transactions in Workday.

The purpose of this job aid is to assist managers in creating an expense report to reimburse an applicant for a position that he/she interviewed for.

The purpose of this user guide is to assist suppliers with the application process.

The purpose of this user guide is to review and approve a prospective supplier event in Workday. (Administrative Review Only)

This user guide will show how to process a Supplier Activate Request

The purpose of this user guide is to create a supplier registration application for a prospective supplier. (ADMIN)

This guide will show how to process a Supplier Activate Request (Finance User)

This user guide shows the process for Director approval of Supplier SDSB

This user guide provides instructions for creating a supplier diversity master report.

The Tuition Reimbursement Program provides reimbursement to full-time regular employees for college courses taken at regionally accredited institutions other than Broward College. Please refer to the procedures below to apply for reimbursement.
Note: Spend Authorization (pre-approval) must be completed PRIOR to enrollment in course(s). Please refer to Create Spend Authorization for Tuition Reimbursement job aid for details. If you have any questions or need assistance, please email the Ce

The purpose of this job aid is to assist employees on how to create a Spend Authorization for Tuition Reimbursement in Workday. A spend authorization is a pre-approval that must be created and approved in Workday by eligible employees prior to course start date. If you have any questions or need assistance, please email the Center for Teaching Excellence & Learning department at tuition@broward.edu or call 954-201-7226.