Do you have open invoices or receipts from purchases made this fiscal year? All LMU community members are required to submit their open expense reports and invoices – dated June 1, 2021, to May 31, 2022 – and reconcile all procurement card charges in Workday by May 31, before the university’s fiscal year ends.
When submitting invoices and receipts, or reconciling P-card charges, please follow the instructions found in the reference guides below (which are also found in Workday under the Support app on the main dashboard). This will help your department’s budget manager streamline their work and ensure there are no errors.
- Creating a New Expense Report
- Reconciling Procurement Card Transactions
- Connect to Supplier Website (create good receipts for purchases made in Amazon, Office Depot, or CDW supplier websites)
- Adding T&E Credit Card Transactions to an Expense Report
Reminder: If you order goods by May 31 but don’t receive them until June 1 or later, leave a memo to “charge to FY23”; if booking travel in advance that will take place after June 1, leave the same memo to “charge to FY23.” Please refer to No. 4 in the Create a New Expense Report reference guide for a visual.
Need help? The LMU Finance Division will be hosting the following drop-in sessions, to answer your questions and provide support.
- Purchase/Travel Cards: Monday, April 18, 2 – 3 p.m. | Zoom link, Add to calendar
- Expense Reports and Purchases: Monday, April 25, 3 – 4 p.m. | Zoom link, Add to calendar
- Budget and General Accounting: Wednesday, April 27, 1:30 – 2:30 p.m. | Zoom link, Add to calendar
Should you need assistance with completing expense reports, invoices, reclassifications, or accounting adjustments, please visit lmu.edu/workdaysupport.
For any further questions, please contact your department budget manager.
