Finance Training


Workday Updates

LSU Branding Summary PDF

WD31 Update Summary PDF

WD30 Update Summary PDF

WD29 Update Summary PDF

WD28 Update Summary  PDF


Finance Information Sessions

Awards and Grants  PDF | VIDEO

Centrally Billed Accounts  PDF | VIDEO

Employee Reimbursement  PDF | VIDEO

Expenses  PDF | VIDEO

FDM, Reporting and CARD Training  PDF

Financial Data Model  PDF | VIDEO

LaCarte  PDF | VIDEO

My Delegation: Expenses  PDF | VIDEO

Procurement  PDF | VIDEO

Property Management  PDF | VIDEO

Security Roles  PDF | VIDEO

Supplier Invoices PDF | VIDEO



Create Budget Amendment Reclassification PDF 

Create Position Budget  PDF

Determining Budget – Manager Budgetary Balance Report  PDF

 Determining Budget – Revenue and Expense by Program  PDF

 Manager Position Budgetary Balance Report with Employee Name  PDF

 Salary Savings vs. Non-Salary Savings  PDF

 Source of Funds  PDF


Business Assets

Asset Location Change  PDF

Transfer Assets  PDF

Transfer Assets for Surplus or Disposal  PDF


Costing Allocations

Assign Costing Allocations  PDF

Update Costing Allocation for Request Comp Change - Professorship  PDF


Customer Accounts

Customer Accounts Receivable and Deposit (CARD)  PDF



AP & Travel FY19 Processing Procedures PDF

Create Spend Authorization  PDF

Create Spend Authorization: Request Cash Advance  PDF

Create Expense Report: Cash Advance  PDF

Create Expense Report: Centrally Billed Account PDF

Create Expense Report: Employee Reimbursement Business Purpose  PDF 

Create Expense Report: LaCarte Procurement Expenses  PDF 

Create Expense Report: Travel Business Purpose (LaCarte & Personal Funds) PDF 

Disallowed Expenses  PDF

Expense Report for Non-Workers  PDF

Find Credit Card Transactions Not Expensed PDF

Find Expense Report for Cost Center  PDF

Find Spend Authorizations  PDF

Legacy Object Code Translation List  PDF

Schedule A Report PDF


Financial Accounting

Business Resource Management Worklet  PDF

Create Journal Entry: Correcting Journal  PDF 

Create Journal Entry: Internal Billing PDF 

FDM Translation Tool  PDF

 Saving an Email as a PDF  PDF

Workday FDM Translations for Legacy Accounts  PDF

Transition to Workday: Faculty Training Presentation (PDF) updated 9/21/16 - See more at:


How to Search a Grant  PDF

How to Search and Navigate an Award  PDF

Expense by Award Financial Report PDF

Expense by Award by Ledger Account Financial Report  PDF

Quick Guide to Running Expense by Award  PDF



Create Payroll Adjustment  PDF

Payment of Extra Earnings  PDF

Salary Calculations  PDF

Payroll Date Matrix  PDF



Apply Defaults to Requisitions  PDF

Change Order  PDF

Create Future FY Requisition Prior to July 1st  PDF

Create Receipt for Goods  PDF

Create Receipt for Services  PDF

Create Requisition for Non-Catalog Items - Goods (Competitive)  PDF

Create Requisition for Non-Catalog Items - Goods (Non-Competitive)  PDF

Create Requisition for Non-Catalog Items - Services  PDF

Create Requisition from Supplier Website  PDF

Create Requisition Templates  PDF

Find Purchase Order  PDF

Requisition Attachment Matrix  PDF

Requisition Types  PDF

Ship-To Location Keywords  PDF

Procurement Spend Categories  PDF

Transition to Workday: Faculty Training Handout  PDF

Transition to Workday: Faculty Training Presentation  PDF



Create Supplier Change  PDF

Find Supplier  PDF

Find Supplier Invoice  PDF

Supplier Invoice Approval  PDF

Find Supplier by Classification Type PDF

Supplier Registration PDF


Effort Certification 

Effort Certification Reviewer Role  PDF

Effort Certification Business Process  PDF

Certifying Effort as an Employee  PDF

Manager Role  PDF

Cost Center Manager Role  PDF



Finance Reports by Functional Area  EXCEL

Find Journal  PDF

Journal Line Details  PDF

Journal Line Details with Employee Name  PDF

Journal Line Details with Employee Name and Type  PDF

Payroll Accounting Per Worktag  PDF

Reporting Tools Crosswalk  PDF

Trial Balance: Worktags with a Carryforward Amount  PDF


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Saving an Email as a PDF