At this month's Fiscal Administrators Meeting, the FST team announced the decision to adopt Workday's Customer Portal. This platform is a restricted view of Workday that will allow self-service capabilities for the University's external customers.
Once a customer is added in Workday, they will be given access to the portal where they can do the following:
- View invoices, statements, and payment information
- Print and download their invoices and statements as PDFs
- View delivered reports (e.g. open invoices, recent payments)
- View Customer Portal Invoice Aging worklet
- Access the "My Invoices and Payments" Dashboard
However, customers will not be able to make credit card or e-check payments through the portal, as UVA decided not to use a third-party payment processor.
The decision to use Workday's Customer Portal has been shared with billing specialists and units. Also, the security process has been analyzed by specialists in ITS. Documentation should be signed soon.
Make sure to check out the FST Decision Log for updates.
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