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Procure to Pay (P2P) training sessions

Accounts Payable and Procurement offer training sessions and monthly workshops to help departments stay current on Procure to Pay (P2P) processes, procedures, and best practices. Find upcoming sessions, topics, dates, and Zoom details.

Topics on this page:

Workday Procurement information sessions

Workday will be upgraded on September 19, 2026, with enhancements to the requisitioning and receiving processes. Information sessions will provide an overview of the new Using the Requisitions Dashboard and Manage My Receipts features and help users prepare for the changes.

Upcoming sessions:

P2P monthly workshops

P2P workshops are held on the second Tuesday of each month from 10-11 a.m.

Learn tips and tricks for using P2P, review common tasks, such as resolving invoice match exceptions, transitioning blanket orders to P2P, and running reports. Get answers to questions or issues you may be experiencing.

Meeting ID: 965 3850 6876

Meeting URL: https://urmc.zoom.us/j/96538506876?pwd=m1Sch1woFIT9mG5nQpOfYX7yPuUChc.1

Password: 224444

  • Tuesday, August 11, 2026, 10-11 a.m.
  • Tuesday, September 8, 2026, 10-11 a.m.
  • Tuesday, October 13, 2026, 10-11 a.m.
  • Tuesday, November 10, 2026, 10-11 a.m.
  • Tuesday, December 8, 2026, 10-11 a.m.

Candex training

Learn about Candex, including what is in scope, available procedures, and other resources. Accounts Payable will review the Candex process and answer questions during these training sessions.

Meeting URL: https://rochester.zoom.us/j/9 9307361946 

  • Tuesday, September 22, 2026, 9–10 a.m.
  • Tuesday, December 15, 2026, 9–10 a.m.

P2P Requisition training sessions

This session is designed for users who are new to Procure to Pay (P2P) and ordering. It covers non-catalog and Marketplace (catalog) ordering.

Meeting URL: https://urmc.zoom.us/j/96743223822?pwd=1aEy1eMzTsagtNeFKCHZafT6uKZ62u.1&from=addon

  • Thursday, September 10, 2026, 1-2 p.m.
  • Thursday, November 10, 2026, 1-2 p.m.

Questions: Jill_brock@urmc.rochester.edu

Receipt training

Accounts Payable will review the Receipt Maintenance Reference Guide, including how to create, adjust, cancel, and monitor receipts. Departments are also encouraged to review the Purchase Order and Receipt Maintenance Guide for guidance on managing purchase orders, receipts, invoice discrepancies, and match exceptions, as well as closing purchase orders and receipts.

Meeting URL: https://rochester.zoom.us/j/98746295370

  • Tuesday, November 17, 2026, 9-10 a.m.

EFT training

Learn about EFT transactions and the EFT Questionnaire for SIRs and purchase order invoices. Review the Workday Foreign-EFT Payment Questionnaire Guide for additional guidance.

Meeting URL: https://rochester.zoom.us/j/98720509621

  • Tuesday, April 7, 2026, 10-11 a.m.
  • Tuesday, September 15, 2026, 10-11 a.m.

Supplier Invoice Request (SIR) training

2nd Thursday of alternating months from 1 to 2 p.m.

Meeting ID: 965 3850 6876

Meeting URL: https://urmc.zoom.us/j/96538506876?pwd=m1Sch1woFIT9mG5nQpOfYX7yPuUChc.1

Password: 224444

  • Thursday, October 8, 2026, 1-2 p.m.
  • Thursday, December 10, 2026, 1-2 p.m.

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