First Touch

First Touch

WORKDAY

 Supplier Invoices - First Touch

As Needed

File Location:    

Resources:

Workday

INSTRUCTIONS: Updated last: 9/15/24

 

Sign into WORKDAY

From your Homepage:

·         Type “sup inv wor are” in the search

·         Choose Supplier Invoice Work Area

·         Click on “My Work Queue”

This is what you should see after clicking on “My Work Queue”

 

·         Click Search – under Company type LE – and choose LE00000 HHM OCR, then click OK

·         This now shows everything that isn’t assigned to a company (property) – click Edit

                         

·         Under Company begin typing the first 3 letters of the company (property) name – in this case “lon bea” for Long Beach – choose the correct property

                                

·         Next choose your Supplier by typing in the name – if there are multiple to choose from, confirm the remit to address per the invoice (3 dots “Related Actions” to the side of the Supplier name)

                               

·         Scroll to the bottom section, delete all lines but one if there is no PO tied to the invoice – to delete the line(s) click the – button to the far left next to the + button

                              

·         Assign the company

                               

·         Assign the spend category by scrolling over to A/P Uncategorized (if you type “ap un” it will autofill) then click Save for Later

                               

·         This screen will come up after you click Save for Later, click Done – this will take you back to screen with the list of all invoices

                         

***First Touch should also be used when moving any invoice from one property to another property

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