Addy Notes

Addy Notes

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Addy Note

Addy Tip


Accounts Payable
Application of Freight Charges in UCF Financials10/03/2016
Approval to Pay in Accounts Payable 07/13/2017
Generating an Invoice 07/11/2017
Review a Payment in Accounts Payable Using DataMart10/03/2016
Review a Payment in Accounts Payable Using Regular Entry08/15/2019
Review a Payment in Accounts Payable Using Voucher Inquiry10/03/2016
Viewing an Invoice Attached to a Voucher10/03/2016
Voucher Inquiry – Related Documents 01/10/2018

Adaptive Planning

How to complete the UCF Financials Department/Adaptive Level Request Form05/05/2021
How to Request DAL Authorization to Access Workday Adaptive Planning 03/09/2021
Understanding Adaptive Planning Levels in UCF Financials 03/26/2021

Asset Management

Asset Management Workflow Queries11/14/2016
Creating a Request to Declare an Asset Lost 11/13/2017
Creating an Asset Transfer Request11/07/2016
Determining an Asset's Location, Making an Offsite Inquiry, and Reviewing the Asset's Cost History10/03/2016
Responding to an Asset Transfer or a Declare Asset Lost Request 11/13/2017
Running Inventory Reports06/02/2020
Running Online Property Inventory Queries 11/16/2016
Selecting an Asset Management Form07/17/2017
Using a Room Decal Bar Code to Determine the Location of an Asset07/28/2020
Viewing Attachments on an Asset06/05/2017



The following resources related to the Standard Budget Ledger (SBL) will be available until Workday goes live; however, as of July 1, 2021, SBL reports are no longer supported by UCF Financials. These reports will not reflect accurate data for report dates past June 30, 2021. For up-to-date information, use Workday Adaptive Planning to run reports containing budget information.

Copying Journal Pages while Using the Standard Budget Ledger
Using the SBL Offline Journal Template to Create a Budget Transfer 11/01/2019
Using the SBL to Create an Online Budget Transfer 07/19/2017


Activating and Inactivating Authorizations
Adding a New SpeedType (Department or Project) to an Employee07/17/2017
Adding Employees to a SpeedType (Department or Project)07/17/2017
Completing the Employee Details Tab
Completing the PCA Details Tab
Completing the PRC Details Tab
Conducting the Annual Employee Verification
Departmental Authorization List (DAL): Security Access Codes and Descriptions
Inquiring on the DAL for Department/Project Authorizations 01/17/2017
Inquiring on the DAL for Employee Authorizations 05/15/2017
How to Request DAL Authorization to Access Workday Adaptive Planning03/09/2021
Using Bulk Approval Updated
Using Bulk Copy by Department or Project (SpeedType) 05/15/2017
Using Bulk Copy by Employee 05/15/2017
Using Bulk Inactivate by Employee 05/15/2017
Using Bulk Inactivate by Department or Project (SpeedType)05/15/2017
Viewing Employee Authorizations
Viewing an Employee’s Authorization Status and History
Viewing the Employee Training Tab


Adding Comments and Attachments to an ePro Requisition11/03/2016
Approving Requisitions in UCF Financials04/12/2018
Canceling or Editing a Receipt01/30/2020
Canceling a Requisition10/28/2016
Categories and Comments for Vehicle Purchases and Leases03/24/2021
Change Order to a Purchase Order05/18/2017
Changing Account Codes on a Requisition 02/13/2017
Choosing a Purchase Category in UCF Financials
Comments & Attachments FAQs11/03/2016
Confirming the Correct Business Unit10/12/2016
Copying a Requisition10/28/2016
Creating a Multiple Distribution Line on a Requisition12/22/2016
Creating a Travel Requisition
Creating a Requisition 01/17/2020
Creating a Requisition to Acquire an Asset07/10/2017
Creating a Requisition to Purchase Hazardous Materials 04/10/2019
Creating an ePro Requisition for $1,000 or Less 09/21/2018
Fiscal 2022 New Year Information New06/30/2021
General Guidelines for Credit Memos and Receipts New06/30/2021
Helpful Information for Sponsored Research Requisitions 08/30/2017
Inspecting Requisitioned Items11/03/2016
Printing a Purchase Order06/27/2019
Printing an ePro Requisition11/03/2016
Receiving in UCF Financials09/04/2020
Receiving on Rolled-over Purchase Orders11/03/2016
Special Personalizations for all Requesters10/03/2016
Understanding the Req-to-Check Process 07/31/2020
Using Purchase Order Inquiry to Review Purchase Order Balance 06/07/2018
Using the Mass Change Page When Creating a Requisition

General Ledger

Checking Departmental and Project Balances 01/23/2020
Copying a Journal07/31/2018
Creating a Journal in UCF Financials01/30/2020

Creating an Offline Journal (Video)

Creating an Offline Journal Using a Template

Deleting a Journal07/31/2018
Journal Inquiry10/09/2016
Saving and Printing a PDF Version of a Journal Report10/09/2016
Sponsored Project Analysis Types for Online Journals 11/01/2019
Understanding Journal Errors
Uploading a Journal Created from a Template11/01/2019
Uploading a Journal Created from a Template (Video)
Viewing a Journal Attachment


Accessing Billing Invoices 02/11/2020
Accessing Budget Position Report via MyUCF Portal 11/01/2019
Budget Model and Available Budget Queries 11/27/2019

Running a Budget Position Report for an Award

Running a Budget Position Report for an Award (Video)
Special Mid-Month Budget Position Reports 11/01/2019
Sponsored Project Analysis Types for Online Journals 11/20/2019
UCF Rising Impact on Billing: Quick Tips 11/01/2019
Understanding Analysis Type for Grants07/08/2020
Understanding Budget Definition for Sponsored Projects 11/18/2019


Adding Favorites10/03/2016
Avoiding Time-out Issues When Using Multiple Windows10/03/2016
Clearing Temp Files When Using Financials DataMart02/02/2017
Completing Travel Reimbursement Forms Using Electronic Signature07/17/2017
Creating a Payment Request (Video)05/01/2017

Enhanced Search

Using the Features of Enhanced Search (Video)

Fiscal 2022 New Year Information 06/30/2021
Gaining Access to UCF Financials07/17/2017
Logging into UCF Financials Through the myUCF Portal 06/24/2019
Personalizing Pages in UCF Financials10/03/2016
Registering for UCF Financials Training Classes10/03/2016
Selecting to Receive Emails from UCF Financials03/02/2017
Temporary Search Page Process 11/15/2019
Updated Financials Navigation New12/04/2021
Viewing Alert Notifications 08/18/2017
Viewing Employee and Travel Reimbursements07/10/2017
Viewing Related Content10/03/2016


Accessing & Approving the PCard Application in UCF Financials05/02/2019
Adding Asset Information to a PCard Transaction 12/13/2016
Charging PCard Transactions to Research Foundation Projects or Departments Updated 04/25/2017
Disputing a Charge 12/13/2016
General Procedure for Approving PCard Charges 07/31/2017
Linking PCard Transactions to Multiple-line Purchase Orders 07/31/2017
Locating a PCard Holder’s Charges 12/13/2016
Splitting PCard Transactions Between Multiple POs, Departments, or Projects 07/31/2017
Updating PCard Transactions in UCF Financials 12/13/2016
Using the Search Link to Manage Multiple PCard Transactions
Viewing Level Three Transaction Details
Viewing Project Budgets for PCard Approvals (Video)

Project Costing

Understanding Project Status Codes10/25/2016


Accessing Budget Position Reports through the MyUCF Portal 12/12/2019
Excel 2013 Macro Installation Instructions07/03/2017
Finding Receipt and Student EmplID Details in Drill-Down Reports 07/10/2017
How to Run a Fund Balance Report in UCF Financials 11/07/2019
How to Make Changes to a Private Query 04/30/2018

Running a Budget Position by College or Department Series

Running a Budget Position by College or Department Series (Video)
Running a Budget Position by Project Series06/26/2020

Running a Budget Position Report for an Award

Running a Budget Position Report for an Award (Video)

Running a Budget Position Report for a Department

Running a Budget Position Report for a Department (Video)
Running a Budget Position Report for a Project10/01/2020
Running a Budget Position Report for Student Financials Details 07/10/2017
Running a Budget Status Report 02/08/2017
Running a Budget Transaction Detail Report
Running a General Ledger Activity Report by Department (or Project)
Running a Ledger Details Report02/08/2017
Running a PO Balances Detail Report 07/10/2017
Running a PO Balance Summary Report02/08/2017
Running a User – References Report 02/08/2017
Running an Expenditure Report 04/17/2020
Running the report for COVID-19 Departments12/04/2020
Running Queries on Department/Project Expenses and Revenues 02/08/2017
Running Queries Relating to PO’s and Vouchers 02/08/2017
Scheduling a Query in UCF Financials07/10/2017
Special Mid-Month Budget Position Reports 11/01/2019
Tips on Running a Budget Position Report11/03/2016
Understanding a PO Balances Detail Report11/03/2016
Understanding a PO Balance Summary Report11/03/2016
Using the UCF Financials DataMart
Viewing or Printing Reports from myUCF 07/10/2017