We are pleased to announce an upcoming Workday enhancement that introduces an improved Activity Note functionality for Supplier Invoices and Supplier Invoice Adjustments.
Current Status:
Workday does not allow users to add notes or comments when a Supplier Invoice or Supplier Invoice Adjustment is:
- Cancelled
- Already paid
This enhancement addresses that gap by enabling Activity Notes, which serve as a record of actions, updates, and comments related to specific transactions.
What is an Activity Note in Workday?
An Activity Note captures actions or changes made within the system and supports better tracking, communication, and documentation. These notes may include:
- Comments and internal explanations
- Edits and updates related to transactions
- Context for decisions or follow-up actions or collections
Key Features of the Enhancement:
- Users can add internal notes directly on transactions
- Active workers can be tagged using the @ symbol to notify relevant stakeholders
- Activity section displays a chronological view of comments and related business process events, making it easier to track changes and interactions
These enhancements will strengthen transparency, support audit and review requirements, and improve collaboration across teams.
Resources:
How to Create an Activity Note Job Aid
For any questions regarding the end-of-year process for Activity Notes in Workday, please contact Procurement Customer Service at pcshelp@uw.edu or 206-543-4500.