Workday Resources for Student Organizations

General Information
What is a Program Worktag?	Information on what a program worktag is, and how to find the program worktag for your organization.
ISU Financial Summary - Actuals	Use this report to find information on the current balance in your organization account.
ISU Transaction Detail	Use this report to see whether an expense or deposit has posted to your organization account. This is also used as a starting point for finding more information about foundation deposits, Student Government audits, and transaction information that might be used on a COA Internal Transfer.
Foundation Deposits in Workday	Use this guide to find donor information from deposits that come in through the Foundation.
COA Clover Flex Request	Use this guide to submit a request to reserve a Clover Flex device for your organization.

Miscellaneous Payment Requests
Miscellaneous Payment Overview and FAQ	A general overview of the entire Miscellaneous Payment Process.
Find or Create Miscellaneous Payees	Before making a request to set up a payee or making a Miscellaneous Payment Request, first check to see if the payee file is already created and available. If needed, submit a request to create or update an existing payee file before starting the Miscellaneous Payment Request.
Following up on your Payee Requests	How to follow up to see the status of the request to create a payee.
Create Miscellaneous Payment Request	Use the Miscellaneous Payment Request for payments going off campus for u-bill reimbursements, payments to vendors that do not take payment by credit card.
Reviewing Miscellaneous Payment Requests	Use this guide to see information about in-progress or posted Miscellaneous Payment Requests. May be needed in case the Treasurer needs to see who still needs to approve a request, or find check information for a payee.
Correcting Workday Transactions or Requests	Where to go to correct a transaction or request that is sent back. How to find the comments that will guide you on what steps to take before re-submitting.

Campus Organization P-Cards
Create P-Card Application Request (for the treasurer)	Treasurers can use this guide for how to fill out a p-card application for their own p-card.
Create P-Card Application Request (for cardholders who are not the treasurer)	Treasurers can use this guide for how to fill out a p-card application for other officers in their organization who need a p-card.
How to see the status of the Application Request	How to see whether the application has been fully approved, or who still needs to approve the request. Please anticipate for your card to be available within two weeks from when your application is fully approved.
P-Card Transaction Verifications	This guide covers the p-card verification process, from when the transaction is loaded into Workday through all approvals.
Correcting Workday Transactions	Where to go to correct a transaction or request that is sent back. How to find the comments that will guide you on what steps to take before re-submitting.
Reviewing p-card transactions as a cardholder	Cardholders can use this report to review the status of p-card transactions on their own p-card, whether it is “-in-progress” or “closed.”
P-Card Limit Increases in Workday	Treasurers can use this guide to request temporary limit increases for their own or other p-cards in their organization.

Internal Transfers and Payments to Student Organizations and University Departments
On Campus Payments Overview	This guide will explain how to determine whether to use an Internal Transfer or Purchase order for an on-campus payment.
COA Internal Transfer	Payments between student organizations.
COA Purchase Order	Payments to university departments.
Correcting Workday Transactions	Where to go to correct a transaction or request that is sent back. How to find the comments that will guide you on what steps to take before re-submitting.
Finding the current status of a Workday Request	Review your request to see if it has been fully approved or see who still needs to approve the request.

Petty Cash, International Wires, and Transfers to the ISU Foundation
Petty Cash Request	If your organization needs cash to make change for an event or fundraiser, use this guide to request a petty cash check.
International Wires	Use this guide to help request an international wire payment.
Transfers to the ISU Foundation	Use this guide to make a request to transfer funds from an on-campus Campus Org Account to an account at the ISU Foundation.
Correcting Workday Transactions	Where to go to correct a transaction or request that is sent back. How to find the comments that will guide you on what steps to take before re-submitting.
Finding the current status of a Workday Request	Review your request to see if it has been fully approved, or see who still needs to approve the request.