ERP & APWorkday Financial Management and Trace Global
Read utility supplier invoices and payments from Workday and submit audited utility invoices through Workday Web Services.
- Vendor
- Workday
- Method
- Workday Web Services (Resource Management: Get_Supplier_Invoices, Submit_Supplier_Invoice) and Reports-as-a-Service
- Direction
- Bidirectional
- Typical setup
- 1 to 3 weeks
Workday customers usually record utility bills as supplier invoices with worktags for location and cost center. Trace Global reads those invoices so the audit can tie each utility statement to a posted, paid transaction.
We connect through Workday Web Services, using operations in the Resource Management service such as Get_Supplier_Invoices and Submit_Supplier_Invoice, and through custom reports exposed as Reports-as-a-Service for payment and worktag detail. Authentication uses an integration system user in a security group your Workday team controls.
If you want audited bills entered for you, we submit supplier invoices with worktags, amounts and the bill attachment, and they route through your business process for approval.
How the data feeds the audit
- Flag duplicate invoices for the same account and service period.
- Calculate late fees and deposits triggered by late payment.
- Find utility spend still landing on inactive location worktags.
- Track utility credits and refunds back to the supplier record.
Setup
- 1Create an integration system user and an integration security group.
- 2Grant the group access to supplier invoice and payment domains.
- 3Publish the Trace Global RaaS report with worktag and payment fields.
- 4Share the endpoint and credentials through the credential vault.
- 5Approve the site mapping after the first reconciliation run.
Data exchanged
| Object | Detail |
|---|---|
| Supplier invoices | Invoice number, supplier, company, invoice date, due date, amount and status. |
| Worktags | Location, cost center, region and spend category on each invoice line. |
| Supplier payments | Payment dates and amounts applied to utility invoices. |
| Suppliers | Utility supplier IDs matched to utility account numbers. |
| Audited invoices (outbound) | Supplier invoices submitted into your approval business process with the PDF attached. |
Workday Financial Management questions
No. The connection uses standard web services and a custom report. No Studio integration is required.
No. They enter your supplier invoice business process like any other invoice.
We pin to a supported web services version and test against each release in your preview tenant.
Related connectors
Find out what your utilities owe you.
Connect bills for up to 50 meters. Get the findings report in about three weeks. Pay nothing unless money comes back.
- from bill access to first findings report
- 21 daysfrom bill access to first findings report
- of filed claims accepted by the utility in full or in part
- 94%of filed claims accepted by the utility in full or in part