UW One-Time Receipts
Definition 
This reference guide delineates the process to record and allocate funding to a worktag when a check/ACH is received for a limited, one-time receipt, such as a registration fee. In these cases, it is preferred to record the deposit using generic sales items rather than creating a customer account in Workday for a single, one-time receipt.
Related Reference Guide(s): UW Refund of Expenses, UW Unclaimed Deposit Process, UW Billing External Customer Accounts (Other External Entities)
Who
Department/Unit Initiators
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- Cash Sale Payment Specialist
Department/Unit Approvers
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- N/A
Obtaining Access
If you need any security roles to complete this process, discuss with your next level leader. If approved, reach out to your department/unit’s Workday Role-Based Access Requester.
To check your security role access set up prior to Workday:
- Click on the Employee Lookup tab in Tableau.
- Enter your name in the legal name field (last name, first name).
To find your department/unit’s Workday Role-Based Access Requester:
- Go to your Workday profile and click "Job” in the left navigation menu.
- Click “Support Roles” in the top header.
- In the Assignable Role column, scroll to find the Role-Based Access Requester.
Training
Prerequisites
How
SMPH Workday Guidance
Core Workday Job Aids
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- N/A
Related Workday Job Aids
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- N/A
Related Reports
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- SMPH Fiscal Master Report Inventory (Excel) – Filter the Category column to show Worktag Reporting and/or ARBI.
Questions
For help with content questions or technical issues, please visit the ATP in SMPH – How to Get Help section. It includes instructions for submitting tickets and connecting with SMPH subject matter experts or technical support teams.
References
Policies
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- N/A