Changes to Spend Transactions Approval Structure

Changes are coming to the approval structure for spend transactions (purchase requisitions, expense reports, and supplier invoices) in Workday beginning November 1. 

What You Need to Know:

• Transactions entered before November 1 will follow the current approval process.
• Transactions entered on or after November 1 will follow the new approval process.
• Transactions that were submitted before November 1 but remain unapproved after November 30:

• Transactions in ‘Draft’ status: Transactions from prior fiscal years that have not yet been submitted into workflow, will be deleted from Workday.
• Transactions in ‘In-Progress’ status: Transactions already in workflow but not fully approved will be reassigned to align with the new approval process.

Procurement and Payment Services is sending weekly updates to departments with spend transaction information through the end of November. These communications will help ensure a smooth transition to the new workflow. 

More information about the new Contract and Spend Authority Policy and Procedure can be found here.