Avoid Workday Send Back: Tips on Getting Expense Transactions Approval by Your Grant Manager Fast

Register below to attend the Zoom RAP Meeting at 1 p.m., Thursday, May 19.
Katie Tracy

Register below to attend the Zoom RAP Meeting at 1 p.m., Thursday, May 19.

Join Joshua Gilgen, OSP research accountant, and Katie Tracy, director of research accounting, who will discuss common issues with Workday expense transactions that trigger follow-up questions or send back actions from your grant manager. 

Helpful tips will be given to department faculty and staff who initiate, approve and monitor grant expense transactions, including:

  • Inputting correct information
  • Utilizing the comment section 
  • Submitting complete 90-day cost transfer forms
  • Accessing grant budget to actual reports
  • Deobligating remaining balances
  • Selecting the correct spend category for equipment
  • Understanding accounting adjustments

The meeting will take place at 1 p.m., Thursday, May 19, in the virtual world of Zoom. Participants should register using the link below.

Click here to register.

 

Contacts

Katie Tracy, director of research
Office of Sponsored Programs
479-575-3261, kltracy@uark.edu

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