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Login in to Workday Financials using Single Sign-On. You may receive a DUO push.
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Navigate to the expense area to begin managing expenses.
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Create a new expense report to record business-related expenses.
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Enter expense details and categorize each expense according to policy requirements.
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Upload or attach receipts to support each expense entry.
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Review entries to ensure they align with organizational expense policies.
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Submit the expense report for approval.
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Monitor the approval workflow as the report routes to designated approvers.
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Await approval decisions before reimbursement or processing continues.
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Track the status of your expense report from submission through final resolution.
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Reallocate credit card transactions as needed after approval.
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Receive reimbursement for approved expenses through the assigned payment method.
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Use the system to manage both individual and group travel expenses.
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Enter travel-related expenses including transportation, lodging, and meals.
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Submit spend authorizations in advance for planned or anticipated expenses.
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Track authorized spending against actual expenses to ensure budget compliance.
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Use the system’s reporting tools to monitor expense activity and trends.
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Review system-generated checks that enforce compliance with expense policies.
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Access the module from mobile devices to submit or approve expenses while traveling.