Paying

Image of an invoice.

Departments are responsible for following three steps to ensure a successful paying experience:

Know and understand the department role in Policy 3401 General Payment Policy and all its associated procedures.
Take advantage of the Procurement Toolkit. The toolkit is designed to help departments navigate the process and outlines key information and essential process details such as how to prepare, edit, or monitor a transaction, as well as the specific Workday role(s) required.
Attend information sessions/workshops/trainings offered to department staff. You can sign-up for current offerings here.

Procurement Paying

Review the following guidance before selecting a Disbursement Type.

Disbursement Type selection takes place during Supplier Set-up/Change Request.
Use the Disbursement Type Selection Chart as a guide to choosing an appropriate disbursement type for the supplier.