Workday Finance Training:​

Workday Financials was designed and created to meet the different needs of today’s finance organizations. Existing ERP systems have inconvenience compete with the ever-changing needs of today’s businesses. Disordered, inflexible, and hard-to-use, traditional ERP systems can no longer assume to be the finest solution on the market. Workday Financials is the new object-oriented, cloud-computing software solution to manage today’s financial needs and business objectives. Workday Financials has conveyed a single system that hold transaction processing, multi-dimensional reporting, amalgamation, planning, and compliance utilizing a dependable user experience available from a desktop or mobile device.
Ratings: 4.8
4.8/5

LMS
Access

Real-time
case studies

40 Hours
of training

24*7
Support

Course Overview:

Workday Financials online course is covering all the concepts of workday applications in the cloud and this group of applications contain the full range of financials along with the accounting capabilities, live business intuition, and the ascertainable process management. Furthermore, this Workday Financials course, lets you do the usage of Workday Financials management in different projects. As part of this course, we will commenced a complete overview of Workday Financials in addition to a product overview, functionality, benefits, roles, business processes, setup, and transactions. This Workday Finance training is described to administer functional knowledge for learners. In this class, we will understand the major financial events (transactions), execute administrative activities, and perform setup of the core system functionality. This online training course is inclusive with real-time based scenarios bringing practical value to aspirant Workday Professionals.

Course Content:

  • Objective
  • Overview
  • Core Concept
  • Landing Page
  • Tenant Setup
  • Workday User
  • Reference Ids
  • Business Objects
  • Functional Areas
  • Domains
  • Business Process Framework
  • Security
  • Reorganization
  • Company Organization
  • Company Hierarchy
  • Cost Center Organization//
  • Supervisory Organization
  • Work tags – Delivered/Builtin
  • Work tags – Custom
  • Overview
  • Objectives
  • Organizations
  • Company Set up
  • Cost Center
  • Work tags
  • Custom Organizations
  • Setup Currency
  • Fiscal Schedule
  • Account Set
  • Account Control Rule Set
  • Accounting Posting Rule Set
  • Account Translation Rule Set
  • Default Reporting Book
  • Company Accounting Details
  • Create Ledger
  • Ledger Period
  • Maintain Ledger Period
  • Custom Validation
  • Financial Accounting Setup
  • Ledger Setup
  • Ledger Period Status
  • Journal Set up
  • Upload Journal Entry
  • Journal Reversal Option
  • Create Recurring Journal Entry Template
  • Create a Journal from Template
  • Create a Journal from Template
  • Edit Journal before Approval
  • Create Recurring Journal Entry Template
  • Create a Journal from Template
  • Create a Journal from Template
  • Edit Journal before Approval
  • Create Journal EIB
  • Populate journal information
  • Load Journal EIB
  • Process Journal
  • Overview
  • Objectives
  • Security Policies
  • Customer Setup
  • Maintain Related Work tag Usage
  • Revenue Categories and sales Items
  • Custom Validations
  • Customer Set up
  • Revenue Categories
  • Customer Receipts
  • Customer Setup
  • Customer Account Management
  • Customer Reporting
  • Overview
  • Objectives
  • TouchPoints
  • Security Policies
  • Customer Invoices and Adjustments
  • Troubleshooting
  • Overview
  • Objectives
  • Security Policies
  • Customer Account Management
  • Customer Notes
  • Customer Aging
  • Customer Statement
  • Write-off Bad Debt
  • Customer Refund
  • Record Check or Lockbox payment
  • Deposit Check or Lockbox payment
  • Record Electronic payment
  • Record Credit Card payment
  • Record and Apply On account payment
  • Record Adhoc payment
  • Offset
  • Process Customer Invoice payments
  • Create Supplier Category
  • Create Spend Category
  • Work tags Usage
  • Account Posting Rule
  • Supplier Setup
  • Supplier Categories and Purchase item
  • Supplier Invoice and Adjustment
  • Security policies
  • Create Supplier
  • Edit Supplier
  • Maintain Work tag Usages
  • Overview
  • Objectives
  • TouchPoints
  • Security Policies
  • Supplier Invoice and Adjustment
  • Change Supplier Invoice
  • Create Supplier Invoice Adjustment
  • Cancel Supplier Invoice
  • Overview
  • Objectives
  • Security Policies
  • Period close event
  • Period close notification
  • Period Close
  • Bank Reconciliation
  • Financial Reporting
  • Settlement Overview and set up
  • Objectives
  • TouchPoints
  • Security Policies
  • Cash Flow
  • Banking
  • Create Ad Hoc Payment
  • Record Bank Statement
  • Cash to Bank account Balances reconciliation
  • Settle Supplier Invoices and Ad Hoc Payments by Checks
  • Cancel Entire Settlement Run
  • Business Asset Set up
  • From Purchase to Asset
  • Workday Standard Reports and Usage
  • Delivered Reports and applications
  • Activity Reports. Financial Metrics
  • Start Close Process
  • View Year End Schedules
  • View Year End Rules
  • Create Fiscal Year
  • Roll Forward Year-End Balance
  • Closing Periods and Creating Adjusting Journals
  • Close Ledger Year
  • Review of Financial Reports
  • View Trial Balance
  • Income Statement
  • GL reports
  • Business Process Framework
  • Business Process Configuration Options
  • Business Process Functionality
  • Business Process and Subprocess
  • Security Groups
  • Security Group Types
  • Configuring Role-based Security
  • Configuring User-based Security
  • Work tags
  • Overview of accounting setup
  • Procure to pay process
  • Order to cash process

FAQ’s

  • Yes, offers keep changing from time to time. You can chat with us or call our training coordinator for more details.
  • Yes, we have provided a Demo video section on each course page so that you can get a glimpse into the course you want to enroll.
  • Yes, we will provide access to all the learning materials after the complete payment for the course.

Workday Master is a live and interactive e-learning platform that offers professional online education.