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Administrator Guide
Last Updated: 2026-09-18
Create Quick Receipts

Create Quick Receipts

  • Review setup considerations for Quick Receipts.
  • Verify that you have outstanding lines eligible for receiving.
  • Configure the Receipt business process and security policy in the Procurement functional area.
  • To use quick receipts, you must have access to to the Quick Receipts initiating action on the Receipt business process.
  • Security:
    Self-Service: Receipt
    domain in the Procurement functional area.
You can use
Quick Receipts
 to record receipt of goods and services across multiple purchase orders in 1 place. Requesters can view only purchase order lines linked to your requisitions where consolidated purchase orders are in use and contain lines from other requesters.
You can add the
Quick Receipt
 card on worker homepages. See Concept: Home Page Workspace. If you have the published
Quick Receipt
 card , Workday displays a
Confirm Receipt Request
card in the Updates section of your home pagewhen you have outstanding lines due in the last 30 days. You can click this card to access the
Start Receiving
button on this card to access the Quick Receipts task.
Quick Receipts task can also be accessed from global search or bookmarked in your navigation sidebar.
Workday:
  • Displays a maximum of 500 lines.
  • Groups and sorts goods and services rows by the calculated line date.
  • Includes both PO Goods and Service lines that have a quantity or amount available to be received. For split lines, you can't change split quantities or percentages in Quick Receipts.
  1. Access the
    Quick Receipt
     task.
  2. (Optional) Update filters in the Search Criteria section.
    If you change filter dates or search criteria after you enter quantities or amounts, Workday discards unsubmitted grid selections.
  3. Complete the task:
    Option Description
    Option
    Description
    Invoiced
    Displays how many invoices have already been processed. You can click the number to drill down into the invoices to further access critical invoice information.
    When a purchase order line has an associated invoice in match exception, Workday displays a status of Payment Delay Risk in this column.
    Received
    Displays how many receipts have already been processed. You can click the number to drill down into the receipts to further access critical receipt information..
    When a purchase order line has draft receipts that you need to complete before you can finish receiving, Workday displays a status of Receipts In Draft in this column. Draft receipts are not progressed through the
    Quick Receipts
     task.
    Confirm Received
    Select the
    Fully Received
     check box to receive the full outstanding balance.
    For a goods line, enter a value in the
    Quantity to Receive
     field when you don’t want to fully receive the line.
    For a services line, enter a value in the
    Amount to Receive
     field when you don’t want to fully receive the line.
  4. Click
    Submit
    .
    Workday revalidates line eligibility when you submit. If processing takes longer than 15 seconds, you can click
    Notify Me Later
    . Workday sends a notification when the process completes.
Workday creates receipts for the submitted lines, groups by PO initiating the
Receipt
business process, and removes related
Create Receipt
 My Tasks items that the
Purchase Order
,
Supplier Invoice
, or
Supplier Accounts Match Event
 business processes initiated for that line. If you leave the
Quick Receipts
 task without submitting, Workday doesn’t create a receipt. Unselected lines will not create receipts.
Access the
Manage My Receipts
 task to view receipt status, edit drafts, or cancel receipts.