{"id":207514,"date":"2019-12-13T11:32:28","date_gmt":"2019-12-13T16:32:28","guid":{"rendered":"http:\/\/www.montclair.edu\/finance-and-treasury\/?page_id=207514"},"modified":"2026-02-13T15:01:16","modified_gmt":"2026-02-13T20:01:16","slug":"finance-job-aids","status":"publish","type":"page","link":"https:\/\/www.montclair.edu\/finance-and-treasury\/workday-resources\/finance-job-aids\/","title":{"rendered":"Job Aids"},"content":{"rendered":"<p><span class=\"prpl-button\"><a href=\"https:\/\/itdsevents.montclair.edu\/calendar\/finance-hr-budget\">Register for Training<\/a><\/span><span class=\"prpl-button ghost-red \"><a href=\"https:\/\/www.montclair.edu\/workday\/\">Log in to Workday<\/a><\/span><\/p>\n<h2>Resources<\/h2>\n<p><a href=\"http:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2024\/02\/Worktag-Request-Form-Spend-Category.xlsx\">Spend Category Request Form<\/a><\/p>\n<p><a href=\"http:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2025\/08\/Revenue-Category-reference-for-Cash-Sales-Customer-Invoice-and-Manual-Journals-_8.18.25.xlsx\">Revenue Category Reference for Cash Sales, Customer Invoice and Manual Journals<\/a><\/p>\n<p><a href=\"http:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2025\/08\/Spend-Category-to-WD-Ledger-account-_8.18.25.xlsx\">Spend Category to WD Ledger Account<\/a><\/p>\n<p><a href=\"http:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2025\/08\/Supplier-Invoice-Spend-Categories-for-Requisitioner-use-08.11.2025.xlsx\">Spend Categories for Supplier Invoices<\/a><\/p>\n<p><a href=\"http:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2025\/12\/Requisition-Type-Methodologies-12.18.2025.pdf\">Requisition Type Methodologies<\/a><\/p>\n<p>&nbsp;<\/p>\n<h2>Job Aids by Business Process<strong><br \/>\n<\/strong><\/h2>\n<div class=\"link-list triple\">\n<ul>\n<li><a href=\"https:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2020\/03\/Approvers.pdf\">Approvers<\/a><\/li>\n<li><a href=\"http:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2023\/04\/Workday-Job-Aid-Budget-Amendments-4.05.23.pdf\"><\/a><a href=\"http:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2024\/10\/Workday-Job-Aid-Budget-Amendments-8.6.24.pdf\">Budget Amendments\u00a0<\/a><\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/finance-and-treasury\/workday-resources\/budget-report\/\">Budget Report<\/a><\/li>\n<li><a href=\"http:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2021\/04\/Edit-Cancel-Draft-Receipt.pdf\">Cancel Draft Receipt<\/a><a href=\"http:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2022\/03\/Catering-Requisition-Job-Aid.pdf\"><\/a><\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/finance-and-treasury\/workday-resources\/accounting-adjustment\/\">Accounting Adjustment<\/a><\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2020\/10\/REF_Grants_Enhanced-Effort-Reporting1.pdf\">Grants Enhanced Effort Reporting<\/a><\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/finance-and-treasury\/workday-resources\/grant-reports\/\">Grants Management<\/a><\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2021\/03\/FIN_REF_Quarterly-Actuals.pdf\">Quarterly Actuals<\/a><\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/finance-and-treasury\/workday-resources\/record-cash-sale-2\/\">Record Cash Sale<\/a><\/li>\n<li><a href=\"http:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2024\/01\/FINAL-Allocating-Costs-Between-Companies_2-1.pdf\">Allocating Costs Between Companies<\/a><\/li>\n<li><a href=\"http:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2023\/03\/Supplier-Invoice-Job-Aid2-27-23.pdf\">Supplier Invoice<\/a><\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/finance-and-treasury\/workday-resources\/internal-service-delivery\/\">Internal Service Delivery<\/a><\/li>\n<li><a href=\"http:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2025\/12\/Workday-Procurement-Life-Cycle-Job-Aid-12.18.2025.pdf\">Procurement Life Cycle<\/a><\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/procurement\/supplier-contracts\/?\">Punchout Job Aids<\/a><\/li>\n<li><a href=\"http:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2024\/04\/Create-Supplier-Request-Job-Aid-04.07.2024.pdf\">Create Supplier \/ Update Request<\/a><\/li>\n<li><a href=\"http:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2026\/02\/FIN_REF_Customer_or_Customer_Invoice-_Create.pdf\">Create a New Customer or Customer Invoice<\/a><\/li>\n<li><a href=\"http:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2022\/05\/Close-Purchase-Order-or-Line.pdf\">Close Purchase Order or Line<\/a><\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/finance-and-treasury\/workday-resources\/accounting-journals\/\">Accounting Journals<\/a><\/li>\n<li><a href=\"http:\/\/www.montclair.edu\/procurement\/wp-content\/uploads\/sites\/159\/2024\/12\/Verifying-PCard-Transactions-User-Guide-Updated-Log.pdf\">Verify Pcard Transactions<\/a><\/li>\n<li><a href=\"https:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2021\/11\/Spend-Auth-and-Expense-Request-Job-Aid-11-16-21.pdf\">Spend Authorization and Expense Report<\/a><\/li>\n<li><a href=\"http:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2025\/09\/Expense_Items_for_Exepense_-_Sept_2025.pdf\">Expense Items for Expense Report Usage<\/a><\/li>\n<li><a href=\"http:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2025\/08\/Create-Request-New-Cost-Center-v2-8.5.25.pdf\">Request for New Cost Center<\/a><\/li>\n<li><a href=\"http:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2022\/02\/FIN_REF_Create-Request-Existing-Cost-Center-Modifcation-Published.pdf\">Request for Existing Cost Center Modification<\/a><\/li>\n<li><a href=\"http:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2023\/11\/FIN_REF_Create-Request-New-Gift-Worktag.pdf\">Request for New Gift Worktag<\/a><\/li>\n<li><a href=\"http:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2022\/05\/FIN_WD_Create-Request-Activity-Worktag.pdf\">Request for New\/Modify Activity Worktag<\/a><\/li>\n<li><a href=\"http:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2023\/01\/FIN_WD_Create-Request-Rev-Category-Worktag_1.11.23.pdf\">Request for Revenue Category<\/a><\/li>\n<li><a href=\"http:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2024\/08\/Touchnet-uStore-or-uPay-Request-Request_V4-July-2024.pdf\">Request for Touchnet uStore\/uPay<\/a><\/li>\n<li><a href=\"http:\/\/www.montclair.edu\/finance-and-treasury\/wp-content\/uploads\/sites\/158\/2025\/05\/FIN_Incoming-Funds-Notification-v2.pdf\">Incoming Funds Notification<\/a><\/li>\n<\/ul>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Resources Spend Category Request Form Revenue Category Reference for Cash Sales, Customer Invoice and Manual Journals Spend Category to WD Ledger Account Spend Categories for Supplier Invoices Requisition Type Methodologies &nbsp; Job Aids by Business Process Approvers Budget Amendments\u00a0 Budget Report Cancel Draft Receipt Accounting Adjustment Grants Enhanced Effort Reporting Grants Management Quarterly Actuals Record [&hellip;]<\/p>\n","protected":false},"author":113,"featured_media":207923,"parent":207508,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-207514","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/www.montclair.edu\/finance-and-treasury\/wp-json\/wp\/v2\/pages\/207514","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.montclair.edu\/finance-and-treasury\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.montclair.edu\/finance-and-treasury\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.montclair.edu\/finance-and-treasury\/wp-json\/wp\/v2\/users\/113"}],"replies":[{"embeddable":true,"href":"https:\/\/www.montclair.edu\/finance-and-treasury\/wp-json\/wp\/v2\/comments?post=207514"}],"version-history":[{"count":215,"href":"https:\/\/www.montclair.edu\/finance-and-treasury\/wp-json\/wp\/v2\/pages\/207514\/revisions"}],"predecessor-version":[{"id":210331,"href":"https:\/\/www.montclair.edu\/finance-and-treasury\/wp-json\/wp\/v2\/pages\/207514\/revisions\/210331"}],"up":[{"embeddable":true,"href":"https:\/\/www.montclair.edu\/finance-and-treasury\/wp-json\/wp\/v2\/pages\/207508"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.montclair.edu\/finance-and-treasury\/wp-json\/wp\/v2\/media\/207923"}],"wp:attachment":[{"href":"https:\/\/www.montclair.edu\/finance-and-treasury\/wp-json\/wp\/v2\/media?parent=207514"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}