Finance & Operations track • 15 modules

Workday Finance Training

  • Online training
  • Finance & Operations
  • Tenant access
  • Real-time projects

About Course

This Workday Finance Course aims at equipping individuals or organizations to meet their business requirements through exploring various concepts of accounting &finance. With its cloud-based nature, Workday can be easily accessed worldwide from any computer connected to the internet.

Learn Workday Finance online through live scenarios taught by expert trainers with our Workday certification courses, for enhanced understanding. These certifications help advance you to higher positions within an organization or unlock more significant career prospects.

Financial and accounting skills remain in demand; by gaining practical experience you’re setting yourself up for an incredible future career path.

Overview

This Workday Finance Course seeks to empower individuals or organizations meet their business needs through exploring various accounting &finance concepts. As Workday can be easily accessed globally from any computer connected to the internet, its educational value cannot be overemphasized.

Learn Workday Finance online through live scenarios taught by expert trainers with our Workday certification courses for an enhanced learning experience and greater comprehension. These certifications help advance you to higher positions within an organization or open more career prospects.

Financial and accounting skills remain in high demand; by gaining practical experience you are setting yourself up for an exceptional future career path.

Requirement

Workday HCM should be familiarized as part of any Workday module learning journey. Therefore, understanding this technology could make your workday finance journey smoother, in addition to learning the various terminology associated with finance and economics – an added plus point!

Certification

To become Workday finance certified, one must work for any one of Workday’s partner companies and complete training period successfully – after this occurs you’re eligible to sit the certification exam on its main website of Workday.

What will you learn?

  • Core Concept and Navigation
  • Organization and Work tags
  • Financial Accounting Setup
  • Process Accounting Journals
  • Create and Process Journal EIB
  • Review Period Close
  • Security
  • Suppliers
  • Supplier Invoices
  • Customer
  • Customer Invoices and Customer Receipts
  • Settlement
  • Close and Report
  • Workday Reporting
  • Expenses

Learning Path

How you go from your first Workday Finance lesson to being job-ready, step by step.

  1. 01
    Modules 1–3

    Foundations

    Core Concept and Navigation · Organization and Work tags · Financial Accounting Setup

  2. 02
    Modules 4–15

    Core skills

    Process Accounting Journals · Create and Process Journal EIB · Review Period Close · Security and more

  3. 03
    Tenant access

    Hands-on practice

    Practise every topic in a Workday tenant, with real-time case studies.

  4. 04
    Project

    Real-time project

    The project is integrated into the curriculum, so you apply what you learn as you go.

  5. 05
    Career

    Interview ready

    Prepare with our Workday Finance interview questions and answers.

    Interview Q&A
Next in your Finance & Operations trackWorkday Revenue Training

Course Curriculum

01Core Concept and Navigation4 topics
  • Core Concepts
  • Tenant
  • Basic Navigation
  • Functional Area
02Organization and Work tags10 topics
  • Overview
  • Security Policies
  • Organization
  • Reorganization
  • Create Company
  • Bank Setup
  • Create Bank Routing Rule
  • Organization Hierarchy
  • Cost Center Organization
  • worktags
03Financial Accounting Setup13 topics
  • Setup Currency,
  • Fiscal Schedule
  • Account Set
  • Account Control Rule Set
  • Accounting Posting Rule Set
  • Account Translation Rule Set
  • Default Reporting Book,
  • Journal Reversal Option
  • Company Accounting Details
  • Create Ledger
  • Ledger Period
  • Maintain Ledger Period
  • Custom Validation.
04Process Accounting Journals9 topics
  • Overview
  • Financial accounting flow
  • Financial Transaction flow
  • Accounting Journals
  • Create Journal
  • Copy, Repost, Cancel Journal
  • Journal Approval Procedure
  • Create Recurring Journal Entry Template
  • Journal Setup
05Create and Process Journal EIB4 topics
  • Create Journal EIB
  • Populate journal information
  • Load Journal EIB
  • Process Journal.
06Review Period Close5 topics
  • Allocation
  • Revaluation
  • Consolidation
  • Translation
  • Balance carry forward
07Security6 topics
  • Functional Areas
  • Domain Security Policies for Functional Area
  • Business Process Security Policies for Functional Area
  • Create Security Group
  • View Security Group
  • Security Analysis for Workday Account
08Suppliers4 topics
  • Overview
  • Supplier setup
  • Create Supplier
  • Spend Categories and Purchase Item
09Supplier Invoices3 topics
  • Overview
  • Security Policies
  • Create Supplier Invoice and Adjustment
10Customer5 topics
  • Overview
  • Customer setup
  • Create Customer
  • Revenue Categories and Sales Item
  • Customer Validation
11Customer Invoices and Customer Receipts4 topics
  • Overview
  • Create Customer Invoices and Adjustment
  • Record customer payment -On account, short payment
  • Create Customer Refund
12Settlement3 topics
  • Overview
  • Create settlement run
  • cash flow
13Close and Report4 topics
  • Overview
  • Period close
  • Bank Reconciliation
  • Financial Reporting
14Workday Reporting2 topics
  • Overview
  • Reporting terminology
15Expenses4 topics
  • Create Expense Report
  • Settlement of Expense Report
  • Create Travel Expense Report
  • Create Spend Authorizations

Training Format

Choose the way of learning Workday Finance that suits you or your team.

Self Training

  • Independent learning
  • Flexible
  • Accessible
  • Lifelong learning

Instructor Training

  • Personalized Interaction
  • Cost Effective
  • Hands on Experience
  • Access to subject matter experts

Corporate Training

  • Interactive Sessions
  • Relevant Training
  • Measurable
  • Technical support

Ratings & Reviews

4.87,464 reviews

Based on 7,464 learner reviews.

  • SylviaWorkday Specialist

    My Workday training as a Workday Specialist gave me access to advanced HR tasks quickly and effortlessly I feel honored that it's now been my career path of choice.

  • JeremyWorkday Manager

    My Workday training provided me with the ability to lead teams effectively, ensure successful implementations, and optimize system performance making a smooth transition into my leadership role confidently and successfully.

  • HazelWorkday Architect

    Thanks to my training as a Workday Architect, I now possess the insight needed to design and integrate solutions that meet both business and technical requirements it is both challenging and satisfying work, something which I enjoy immensely.

  • GeraldWorkday Lead Training

    My Workday Lead training provided invaluable experience guiding teams and making strategic decisions, helping me develop leadership abilities as well as problem-solving abilities that were integral in shaping my leadership abilities and problem-solving capabilities.

  • OlgaWorkday Functional Consultant

    My Workday training provided practical experience that gave me confidence to analyze business processes and configure Workday solutions with great proficiency, helping my clients optimize their HR functions more successfully than ever. It has been truly exciting.

  • MitchellWorkday HRIS Analyst

    My Workday training provided me with invaluable skills and knowledge that greatly increased my confidence, leading me to excel as an HRIS Analyst while furthering my career goals.

  • EleanorWorkday Integration Consultant

    Through my training to become an integration specialist for Workday and other enterprise systems, I developed expertise to successfully facilitate seamless integrations. This role offers new challenges every day and has proven an outstanding career move for me.

  • JordanWorkday Finance Technical Consultant

    My Workday training provided a deep insight into financial processes within Workday system. This dynamic and rewarding field allows me to continue expanding professionally.

  • StacyWorkday Reporting Consultant

    My Workday Reporting Consultant training enabled me to master complex reporting techniques, providing insights that lead to strategic decisions. Thanks to this course I now enjoy an incredible career path within reporting services.

  • JaimeWorkday Functional Consultant

    My Workday Functional Consultant training was life changing; providing me with all of the skills required to customize the system to meet a wide array of client requirements and make an impactful difference on business performance.

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FAQ

What Are Workday Financial Systems?

Workday Financial Systems provides organizations with real-time visibility into their financial performance with modules for forecasting, budgeting and accounting built into this system. Companies may utilize Workday Financial Systems to improve planning and decision-making within their organization.

Can Workday Finance Work For My Company?

Companies looking for an accessible cloud-based system with strong functionality and scalability often consider Workday financial as the perfect financial solution.

Does Workday Financial Include These Modules?

Workday Financials includes General Ledger, Accounts Payables Receivables and Cash Management modules for accounting and financial management needs in any size organization. WF is used by organizations of various sizes worldwide as an accounting solution that addresses their accounting and finance requirements efficiently and cost effectively.

What does a Workday Financial Consultant Do?

Workday Financials, an innovative financial management tool hosted in the cloud, can be implemented and utilized by an organisation with help from a Workday financial consultant. They collaborate closely with their financial staff in customising this software program specifically to their requirements and needs.

What does a Workday financial consultant do?

A Workday financial consultant helps an organization to implement and use Workday Financials, a cloud-based financial management software. They work with the organization’s finance team to configure the software to meet their specific needs and requirements.

How Can I Work as a Financial Consultant for Workday?

There may be more than one path for becoming a Workday financial consultant depending on your background and qualifications; becoming certified through Workday or another financial advice specialist would likely be advantageous as you transition into this profession. Workdaytrainings is where you can receive Workday Finance training classes.

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Workday Finance TrainingOnline · tenant access · real-time projects