CE1200 MARINE ROBOTICS GROUP: PAYMENTS AND BALANCE

LOG IN TO WORKDAY

1. Open Georgia Tech's Workday Financials: https://wd5.myworkday.com/gatech/d/home.htmld
2. Sign in with your GT account username and password. Complete Duo verification if prompted.
3. Alternatively, open https://techworks.gatech.edu/ and select "Workday Financials" (look under "My Work" if needed).
4. Use Workday's search bar to open the reports below. If you can log in but cannot access a report, ask SOFO to check your reporting access.

CHECK PAYMENTS IN WORKDAY

1. Search for "Find Journal Lines - CR" or "Find Journal Lines by Organization - CR".
2. Set:
   • Company: CO503 Georgia Institute of Technology
   • Organization: CE1200 Marine Robotic Group
   • Time Period: Fiscal year to date, or the period covering the payments
   • Period: Current accounting period (FY27 - Oct for October 2026)
   • Ledger: Actuals
   • Ledger Account Type: Revenue
   • Book: Common
   • Status: Posted
3. Leave Worktags, Journal Source, and Ledger Accounts unrestricted initially. Remove any default BR27 filter; the payments already found do carry BR27.
4. Run the report. Look for:
   • 496400: Custodial Revenues - Clubs and Organizations
   • RC496400 - Clubs and Organizations
   • CE1200 Marine Robotic Group
5. Check amount, posting date, Payment ID, and journal ID. A $50 revenue credit may display as (50.00); that means incoming revenue.

IDENTIFY WHO PAID AND VERIFY THE PAYMENT

1. Open TouchNet admin > Marketplace > Marine Robotics Group > Order Search.
2. Search purchase dates, which may precede Workday posting dates.
3. Check buyer name/email, dues item, amount, payment success, and refunds. Match the payment reference to Workday's Payment ID, not the Order ID.
4. Ask the GT Marketplace team to trace unmatched references or provide an order/payment export if you lack access. Menu wording may vary.

CHECK THE CURRENT BALANCE IN WORKDAY

1. Search for "Other Funding Sources - By Custodial Entity - CR". If unavailable directly, look in "Campus Reporting Dashboard" or "Other Funding Sources" for the custodial report.