Finance Resources for Workday

The university transitioned to Workday in November 2020. Review information on key changes and business process adjustments.

Visit the Workday Knowledge Base

Review finance information for Workday through UBC's Self-Service Portal (CWL required).

More
Changes to Finance Processes

To provide the finance community with information on key changes to finance business processes, these pages detail what has changed, what has not changed, who is affected, and what action to take for each key area.

More
Tools

Use these tools to review the relationship between PeopleSoft chartfields and Workday worktags, and explore what reports are available in Workday.

More

News & Announcements
May. 3, 2024

Upcoming Workday enhancements for June 2024

The Integrated Service Centre (ISC) continually updates Workday to align with UBC's evolving needs, incorporating feedback and collaborating with...
May. 3, 2024

Changes to Create Receipt: ‘Fully Receive’ checkbox now appears at the line item level

When creating a receipt or resolving a match exception for goods and services received, the ‘Fully Receive’ checkbox will now appear at the line item...
May. 3, 2024

Upcoming pause on submitting expenses for students in Workday from May 15-21

UBC employees who submit expenses on behalf of students will be prevented from submitting new expense reports in Workday from Wednesday, May 15 to...
More

Important Dates
May. 7, 2024
Cutoff for Customer Invoice Approvals
May. 7, 2024
Accounting Journals EIBs Loaded by Data Management
May. 7, 2024
Cutoff for Cash Sales Approvals
May. 7, 2024
Customer Accounts and Treasury Accounting Activities Closed
May. 7, 2024
Banking and Settlement Closed
More