Create Expense Report

Update your bank account for reimbursement

You can add multiple bank accounts in the Accounts section, but only 1 account can be added in the Payment Election section for Expense Payments. The account that is added in the Payment Election is the account where you will receive your expense reimbursement.

How do I update payment preference?

Find your own profile in Workday
Go to 'pay' (menu on the left).
Click on 'add' under accounts to add the new account
Click on 'edit' under payment Elections
Choose the correct account under 'account'
Click on Ok
If needed you can now remove your old account.

Expense Hub

Once you've logged in to Workday, you can under Menu find our Expenses Hub. Here you'll always find an overview of the following:

Overview of any outstanding tasks related to Expenses
Expenses Reports and the status of all your reports
Expense Transactions if you are a Credit Card holder
Travel profile, if you set one up for frequent travelling and defaulting in Expense Reports
Your payment election

Create Expense Report in Workday

The easiest way to create an Expense report is to search in the search bar for Create Expense Report or via the Expense Hub > Expense Reports > Create Expense Report

When you are creating a report and have multiple different expenses, be sure to separate them in individual lines. After you have made one expense line, use the Add button to create a new line.

Quick expenses

If you have smaller expenses over a period, you can continuously put them into Workday by using the Workday app on your phone and add Quick Expenses. You find this function under Expenses in the app. When you are ready to create the expense report, you can add the quick expenses you have made to the report.

Common pitfalls

Some common mistakes to keep in mind while creating an expense report:

The expense date is the date the expense occurred. If there are phone bills etc. you can choose the due date on the invoice.
Choose the country the expense occurred in
Choose the currency the expense was paid in
Don't choose itemization, if needed Workday does it automatically

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