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Administrator Guide
Last Updated: 2023-06-23
Mass Close Spend Authorizations

Mass Close Spend Authorizations

  • Configure:
    • The
      Spend Authorization Mass Close Event
       business process and security policy.
    • A
      Review
       step on the
      Spend Authorization Mass Close Event
       business process.
  • Security:
    Process: Spend Authorization Mass Close
     domain in the Expenses functional area.
You can close unused spend authorizations when you no longer need to process downstream activities against them, such as expense reports.
  1. Access the
    Mass Close Spend Authorizations
     task.
  2. As you complete the task, consider:
    Option
    Description
    Request Name
    Enter a unique name that enables you to identify the spend authorization mass close request.
    For
    Select a specific expense payee to close only their spend authorizations.
    Payee Type
    When you select a payee type, Workday inactivates the
    For
     prompt.
    Terminated
    Select this check box to close spend authorizations for 1 or more terminated workers.
    When you select this check box, Workday inactivates the
    For
     prompt.
    Workday returns the spend authorizations that meet the criteria you specify, provided the spend authorizations aren't:
    • Already closed.
    • Associated with another existing mass close request.
    • In
      Draft
       or
      In Progress
       status.
    • Linked to open and nonsettled expense reports.
Reviewers can access the
Revise Mass Close Spend Authorizations
 task and evaluate whether to exclude any documents from the request. They can:
  • Approve or send back the request.
  • Add approvers.
  • Exclude specific spend authorizations.
Access the
Find Spend Authorization Mass Close Requests
 report to review and access mass close requests.