Request Per Diem for Meals & Incidentals in Workday
CREATE AN EXPENSE REPORT
1. Click on the Menu button on the top left corner of the Workday homepage
2. Click on the Expenses application:
3. Click the Create Expense Report button under Actions.
4. Select either Create New Expense Report, Copy Previous Expense Report, or Create New Expense Report from Spend Authorization. Your selection determines what information displays on the new expense report.
5. Select a Business Purpose category from the drop-down menu.
6. Write out a detailed business purpose in the Memo field.
7. The information you enter in this Memo field, will appear as the title of the expense report.
8. Click OK. The system will bring you to the Expense Lines section. Select Add to enter the expense line details. If you have RISD T&E Card transactions, select the New Expense option from the pop-up window.
9. Select the Per Diem Other Agreed Upon Rate expense item.
10. Attach your travel itinerary (flight/train booking) as well as a screenshot of the GSA federal rate (www.gsa.gov) associated with the travel city destination.
11. For the Business Reason field: Provide a business purpose for the travel (AICA Conference, for example).
12. Enter the number one into the Quantity field.
13. Enter the total Per Diem amount into the Total Amount field.
14. For the Memo field: list the travel city, number of days and the daily per diem rate total.
15. Review the accounting string and edit as needed (Cost Center, Program, etc).
16. Click Submit.
17. After approved, your Per Diem will be processed in Accounts Payable’s next settlement run (Tuesday, Thursday) and will be direct deposited into your bank account 1-2 days later (separate from Payroll).
