Expense reimbursement will happen via payroll. To receive reimbursement, you’ll need to  add a payment election into Workday prior to submitting your first expense report. 

1. Click the Expenses Hub application from  the Global Navigation Menu. 

2. Click Payment Elections in the flyout on  the left-hand side.

3. Click the Add button.

4. Select the Expense Payments to  display your payroll provider. In this  case it is External Processor Ultipro. 5. Click OK.

1. Click the Expenses Hub  

application from the Global  

Navigation Menu.

2. Click Create Expense Report from the Actions menu. 

3. Click the Create New Expense  Report radio button.  

Note: To copy an existing  

Expense Report, check the Copy  Previous Expense Report radio  button, then select the report you  wish to copy.  

4. Add a Memo, as applicable. 

5. The Company defaults to your  Company. 

6. The Expense Report Date  defaults to today’s date, change  this date as necessary.  

7. Add Business Purpose. 

8. Cost Center defaults based on  Business Purpose.

9. Enter any Additional Worktags as applicable. 

10. For Canadian employees, click  the Enable Tax checkbox. 

11. Click OK.

12. In the Expense Lines section,  click Add.

13. Complete the required details  including:  

a. Add Attachments for  

Expense lines by dropping  

files or selecting files from  

your device. 

b. Expense Date – defaults to  today’s date but cannot be  

a date in the future and  

should match the receipt  

date. 

c. Expense Item – 

depending on the Expense  

Item you select, different  

required fields display (e.g.,  

Accommodation requires  

hotel name, date range,  

and additional itemization;  

Airfare requires airline,  

class service, etc.). 

d. Total Amount – total  

amount of expense line. 

e. Currency – the currency  

for the expense line  

(example: USD or US  

dollar).

f. Add a Memo, as  

14. In this example, we are creating  an expense report for a meal. This  will require you to add the  

following item details.  

a. Attendee – will default to  

your name. Add additional  

attendees as applicable.  

For example, if you are  

expensing a meal, include  

all employees who  

attended. 

b. Destination – your location  (e.g., Hummelstown, US). 

c. Business Reason – the  

reason for the expense line  

(e.g., client lunch). 

d. Merchant – where you  

incurred the expense (e.g.,  

The Best Restaurant). 

e. Gratuity – amount of  

gratuity.

15. Click Submit.

1. Create the Expense Report per  above section. 

Note: If your Expense Item is Hotel  Lodging you will be asked to enter  Item Details. 

2. Enter the following Item Details:  a. Hotel 

b. Arrival Date 

c. Departure Date 

d. Destination 

e. Business Reason 

3. Click on Allocating to Multiple  Properties if your expense should be  allocated to more than one property.

4. Click Edit under Itemization. 

5. Click the Receipt Included  

checkbox.

6. Validate all itemized fields, which will default from expense line entries. 

7. Click Done.

8. Click Submit.