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Administrator Guide
Last Updated: 2024-09-20
Provide Spend Transaction Instructions

Provide Spend Transaction Instructions

Include instructions in Workday for workers to create and submit these business documents:
  • Requisitions
  • Spend authorizations
  • Expense reports
  • Request for quotes
  1. Access the
    Edit Spend Transaction Instruction
     task.
  2. Create spend transaction instructions for the companies you select, or select existing instructions to modify them.
  3. Enter instructions for worker requisitions, spend authorizations, expense reports, and request for quote response documents as used by your company.
    Select the
    Link
     icon to link references to company documents that workers can access, such as your travel and expense policy handbook.
  4. Select
    Active
     to activate each set of instructions for the related business documents.
Instructions display to workers when they create requisitions, spend authorizations, expense reports, and request for quote documents.
When you configure instructional text in the
Requisition
 section of the
Edit Spend Transaction Instruction
 task, Workday displays that text in both of these areas:
  • On the
    Create Requisition
     task.
  • At the top of the home page in the
    Requisitions
     worklet.
The instructional text for requisitions is specific to each company.
Create these instructions for expense reports:
Please submit all expense reports by the fifth of each month. For information on our expense report policies, refer to the
Company Travel and Expense Policy
 handbook.