Monday, September 27, 2021 | Today@ Fairfield Fairfield University Twitter Fairfield University Facebook
Today@ Logo
Today@ Fairfield Home Page

Submit an Announcement to Today@ Fairfield

Submission Guidelines

Archive of Previous Listings (30 days)


Fairfield.edu

my.Fairfield

All University Calendars

FairfieldStags.com

Students411

Customer Invoices in Workday - Attachments will be Required starting July 1st

Starting July 1st, an attachment will be a required when you Create a Customer Invoice in Workday.


The Customer Invoice is essentially a deposit ticket for funds going to the bank, or in some cases received into the bank account.  Therefore, it is important to have supporting documentation related to the deposit/receipt of funds attached.   Many times questions arise about where the funds are being directed via the ORG/GIFT/Project fields or Revenue Category chosen on the Customer Invoice.  Attaching backup may help answer some of those questions. 


 Attachments required:


1.     At the very least, please scan and attach a copy of the Check to the Customer Invoice. 


2.     If sending Cash for deposit, please attach documentation from #3 which would be helpful.


3.     Attach any documentation that would be helpful in the Approval process of the Invoice:


a.      Remittance information that may accompany a check – i.e. list of students related to the payment.


b.     An invoice created for which you have received payment.


Documentation related to the event for which you may have collected cash – i.e. bake sale flyer. 

Please click link below to download documentation regarding this new requirement. (login with NetID/password and document will download)

Related Web Site : https://wiki.fairfield.edu/download/attachments/75464787/New%20Requirement%20for%20Create%20a%20Customer%20Invoice%20in%20Workday.pdf?version=2&modificationDate=1624539178782&api=v2


For more information, contact Gina Costa, Bursar / X4191 / Bursar@fairfield.edu