Saint Louis University’s Banking Services is the axial point in the controller’s appointment for authoritative inquiries apropos Workday Financials advertisement and processes.
Financial Services maintains and monitors Workday Financials security, the Finance Bulk Centermost approver roles and blueprint of accounts attributes/worktags, and provides training for authoritative users.
Find Workday tutorials in the Job Aid & Video Library
Access to Workday Financials is accessible to advisers acute advice to accomplish institutional administration or operational responsibilities. Database admission is not a right, but rather a advantage based on University behavior and procedures advised to assure the use, confidentiality, aloofness and aegis of institutional and claimed information. Existence of a database does not betoken admission is about accessible or that a appeal will be approved. Admission is accustomed accountable to specific institutional guidelines, “need-to-know” requirements, and abstracts inquiry/update restrictions.
Access to action Workday Financials is controlled by bulk centermost bureaucracy which permits accustomed admission to specific action at assorted levels aural the University’s alignment according to the controlling level, school/division, or bulk center. Aegis is additionally accepted to Workday Gifts, Grants, Programs, Projects, or Specialties, if applicable.
Security roles are affiliated back a new agent is assassin into a position or an absolute agent transfers to addition position.
Contact wdfinance@slu.edu with any questions apropos Workday Financials aegis or to appeal added security.
Resources accommodate the Job Aid & Video Library worklet amid in Workday beneath Applications on the home folio (see Finance tab), annual Business Manager training sessions (recordings are accessible in Skillsoft), and Workday Financials Appointment Hours.
See the Announcements on the Workday home folio for accessible training sessions, Workday Financials Appointment Hours, and Workday abutment acquaintance information.
Workday aegis roles are assigned to the agent position, with advisers inheriting the roles of their position. Please acquaintance wdfinance@slu.edu if you accept questions about your aegis or charge to appeal added security.
The CR FIN Account of Annual and CR FIN Address of Affairs are accessible via Workday. The Account of Annual provides an overview of the banking cachet of the called worktag(s) and includes revised budget, accepted aeon and year-to-date actuals, encumbrances, and accessible annual information. Reports for Designated Gifts/Programs/Projects additionally affectation a alpha and catastrophe armamentarium balance.
The CR FIN Address of Affairs provides a abundant advertisement of banking transactions.
End users are able to appearance budget, actual, acquirement and costs for a called “repeat by” dimension, (i.e. Bulk Center, Gift, Program, etc.) for a accustomed budgetary aeon and specific worktags.
View a sample Account of Account
Report Parameters:
Report Columns:
Summary totals are provided for the afterward categories of expenses:
The Address of Affairs provides a abundant advertisement of all affairs candy adjoin the called Organization.
View a sample Address of Transactions
Report Parameters:
Report Columns (column headings action like Excel filter; bang to accessible clarify options):
End users are able to appearance annual or year-to-date action by called antithesis accounts. If no Antithesis Annual alternative is fabricated the after-effects will be agnate to a Trial Antithesis address (i.e. includes antithesis area and assets account accounts).
CR -FIN -Journal Lines by Org
Financial Controller Job Description Template – Financial Controller Job Description Template
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