Customer Set up for AR

Accounts Receivable (Non-Sponsored): A non-sponsored customer must be set up in Workday to allow invoicing through Workday. Refer to the Non-sponsored Customer Setup Reference Guide for details. There are two options to see if the customer exists in Workday. First, refer to above linked Reference Guide to lookup customers in Hyland OnBase, or use the Find Customers - Yale Report in Workday.

Hyland OnBase Non-Sponsored Customer Setup