Workday - Helpful Reports for Purchase Orders, Receipts and Invoice Tasks
Here is a list of helpful reports users can use to find Purchase Orders, Invoices to aid in processing receipts, match exceptions, etc.
| Report Name (Type in Workday Search field) | Description |
| Check Register | This will show check/payments issued by company |
| Find Purchase Orders | This will help find purchase orders in all statues by company |
| Find Requisitions | This will help find requisitions in all statues by company |
| Find Supplier Invoices by Received Date and/or Match Status | This will help you see invoices in all statues by company and will display match status and the date the invoice was processed into Workday |
| HHM Open Payables | This will show approved invoices that are waiting for settlement/payment |
| Purchase Order Lines not Received | This will display all PO line items that have not had Receipts processed. To view the PO details and process receipts, hover your mouse over the PO number and right click on the related actions icon. Click "See in new tab" to view the full PO to process as needed. |
| Purchase Order Lines Received Not Invoiced | This will show received PO line items that are received in the system waiting to be matched to invoices. This will help you find missing supplier invoices so that you can follow up with the supplier. |
| Supplier Invoices in Match Exception | List of all invoices in match exception that require attention. Review each invoice to see the details by right clicking on the magnifying glass then click "See in new tab." The match exception reason will be displayed on the impacted line items on the invoice. |
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