FAQ: Expense Management

When approvers send back expenses for correction, we still route these expenses to the expense payee inbox. Expenses that are sent back don't display on the

Expense Activity

page. Workday won't add any new expenses to expense reports that are sent back.

Expense payees can still access the standard Expenses user experience through task selection and search. On the

Expense Management

user interface, we also provide a link back to the standard Expenses functionality.

When there is a receipt, the following features can be used to submit out of pocket expenses:

Mobile Application: Photos App - Share with Workday Expenses
Mobile Application: Workday Expense Hub - Scan
Receipts Email forward Receipts
Workday Integration for Microsoft Teams
Workday Integration for Slack

Users will need to clear the

Paid with Corporate Card

check box if enabled and defaulted in order to submit.

In some cases, expense transactions will not be displayed on the

Expense Activity

page. This includes when:

The expense is deleted from the expense report in the original Expenses interface. You will need to manually add the expense to the appropriate expense report. Workday won't attempt receipt matching.
When an expense report is cancelled or denied, then all transactions are removed from the expense report and are available in the backlog.
Errors exist on the transaction, preventing Workday from adding it to an expense report. Examples:
The total credit card transaction amount exceeds the maximum permitted amount for the expense report line.
The total transaction amount equals zero.
The credit card transaction is associated with an expired card.

Workday automatically creates trips based on your airfare card clearing data. It then automatically groups related expenses on or between flight dates to that trip and applies related information including worktags and destination. Additionally, you can now report on Trips as a business object, providing an overview of travel-related spending, enabling travel and expense analysis, and ensuring compliance.