Workday - Credit Memo Process

***This process applies to Credit Memos only***

Credit Memos will come to property General Manager or Property Finance Approvers as Supplier Invoice tasks:  

To process, please navigate within the task to update the Cost Center, Spend Category and appropriate Worktags...

Remove AP Uncategorized and add spend category:

Scroll over using the slider bar to the Cost Center and Worktag fields to update:

When you are finished updating, click approve within the task:

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