Workday Financial Management Online Training


Workday Financial Management Training

Workday Financial Management is a business plan and financial accounting software that helps you make tactical financial decisions and foreseeable customer outcomes. Workday Financial Management manages your enterprise’s entire revenue and sales portfolio so you can find underachieving revenue streams and also top grossing sales channels. Workday Financial Management is an internet-based platform enhanced for mobiles that provides you an entirely apparent sales management experience both in the office and on the road. It features functionality exclusively designed for businesses in particular industry verticals comprising software, financial services, and Internet services, government, education and non-profit and supports organizations with multinational financial reporting necessities.

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Course Name

Workday Financial Training


Basics of Workday Financials, revenue management, customer setup etc.


30 Hours with Flexible timings


Instructor Led-Live Online Training


Any Graduate

Live Online Training Live Interactive Training by Certified & Industry Expert Trainers by Providing On-Demand Server and Lab access.

Ideal For

Freshers, aspirants seeking to learn the Workday Financial


Regular/Weekend Batches. 24×7 teaching assistance and support.

Course Objectives

Skills you’ll learn in Workday Financial Training Course :

  • Understand the fundamental of Workday Financials.
  • Learn Basic concepts and organization Setup
  • Learn compensation, Staffing models, and EIB & report writer
  • Learn How to Deploy Workday
  • Learn about the various business processes.
  • How to employ Transactions in a workday


Course Curriculum

Download Course Curriculum



  • Workday Financial Accounting Structure
  • Setup Companies
  • Setup Journal Sequencing
  • Setup Fiscal Schedules and Years
  • Setup Accounting Categories
  • Setup Journal Sources
  • Create Ledger Accounts
  • Create ledger Account Types
  • Setup Account Sets
  • Configure Account Posting Rules
  • Define Account Control Rules
  • Edit Company Account Details
  • Assign Company Accounting Details
  • Create Ledgers
  • Create and Open Ledger Year and Periods
  • Control Access To Ledger Accounts
  • Introduction To Journals
  • Creating Account Journals
  • Create Recurring Accounting Journals
  • Create Recurring Journal Template Task
  • Mass Post Reverse Journals
  • Create Translation Adjustment Journals
  • Upload Journals
  • Create Suspense Account Rules
  • Edit Suspense Account Rules
  • Introduction To Allocations
  • Define Revaluation Rules
  • Edit Revaluation Rule
  • RUN Revaluation
  • View Revaluation Report
  • Create Translation
  • Edit Translation
  • Start Period Close Task
  • Maintain Year-end Closing Rules
  • Close Ledger Year Task
  • Update Ledger Period Status Task
  • Mass Update Ledger Period Status Task
  • Maintain Year End Period Closing Rules Task
  • Create Financials Statement
  • Edit Financial Statement Definition Task
  • Access The RUN Financial Statement Report
  • Setup and Manage Customer Information
  • Create Customer
  • Create Workday Account for Customer Contact
  • Mass Assign Worker Roles to Multiple Customers
  • Configure The Customer Profile
  • Setup Bill To Contacts
  • Setup Ship To Contacts
  • Restrict Access To Customer Information
  • Customer Invoices
  • Create Customer Invoices
  • Print Customer Invoices
  • Email Customer Invoices and Attachments
  • Customer Payments
  • Customer Refunds
  • Cash Sales
  • Deposits
  • Customer Collections
  • Customer Write-off
  • Introduction To Suppliers
  • Create Suppliers
  • Payment Terms for Suppliers
  • Change Supplier Information
  • Upload Supplier Logos
  • Change Supplier Information
  • Create Workday Account for Supplier Contact
  • Create External Sites
  • Invoicing and Payables
  • Introduction To Cash Management
  • Bank Reconciliation
  • Cash Forecasting
  • Cash Reports
  • Introduction To Financial Connector


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