Resources

Learn to look up the status of a payment in Workday for invoices processed via Supplier Invoice Request (SIR) or Purchase Order (P.O.).

Learn to create different types of requisitions to purchase in Workday, including Marketplace (Jaggaer) orders, non-catalogue orders, and special cases. Includes a checklist, frequently asked questions (FAQ), and links to a searchable library of training guides with step-by-step instructions and screen shots.

Learn how to temporarily assign tasks and approvals to another user, ensuring critical business processes continue without delay.

Review a list of the details needed to complete the EFT Questionnaire.

Policies related to Administration and Finance (A&F) departments are often found by searching the official University policies page.  A&F policies in the process of being transitioned into the proper accessible format are temporarily found on our policy box hub. A "policy" may also be a guideline or procedure and not an official University policy, in which case it will be available on the A&F site Resource Listing page.

Request an exception to justify the use of a foreign flag air carrier for travel charged to a federally sponsored project. Travelers are required by the "Fly America Act" to use United States flag air carrier service for all air travel and cargo transportation services funded by the U.S. government, unless it meets one or more of the exception criteria.

Review guidance from the Department of the Treasury, Internal Revenue Service and access the W-9 form.

Learn how to prepare, approve, and delegate expense reports in Workday, including the policy, requirements, and training opportunities.

Used primarily for Clinical Purchases, ASC software is also used by University of Rochester Affiliates to order Non-Clinical supplies. Learn about training, access, and more.

Learn about the methods, processes, and systems for making purchases (buying) and payments (paying) at the University of Rochester, including where to go for training, how to get access to to P2P roles in Workday, P2P monthly workshops, and more.