The tax-reporting season is fast approaching, and we need your assistance to be compliant with IRS Form 1099 reporting. As such, we need payment information for transactions that were made outside of the Workday accounting environments (these payments are most typically cash payments made to individuals participating in UW led research).

Workday now includes a feature to "copy" a Miscellaneous Payment. If you need to create an MP similar to a payment you have submitted previously, you can use this feature to create a new MP with the same information (Payment Type, Request Category, Amount, Line Items, etc.) To copy an MP:

Cardholders should set a weekly reminder to view the following reports to keep your verifications on track:

ProCard and Ghost Card cardholders: In the Workday search, enter “My Procurement Card Transaction Verifications.” In the pop-up leave the two date fields as they are. In the Verification Status field choose “Draft” and “In Progress.” This will show verifications that were sent back to you or that you started but didn't finish (Drafts). It will also show verifications that are still waiting for approval to know if you need to alert your approvers.

Suppliers can now be searched using the REF number from Supplier Request Form submissions for New Supplier requests. For recently onboarded suppliers (requested after July 1, 2025), simply enter the REF number (i.e., REF1234567) in the Supplier field of R1495; if your requested supplier has successfully registered, they will be found in the search results.

In Workday, worktags (including spend categories) can only be updated before the order is received and invoiced. Once a line has been invoiced, partially or fully, worktag information can no longer be changed via the Purchase Order - Change or Close Form. 

To correct worktags, submit a Journal Entry instead. Journal Entry request forms are available in the Connect Finance Portal—just search for “Journal” on the "Explore Request Forms" page.