Workday Finance Training

Learn how to break into Workday Finance Training and get your dream job easily

⌛50 Hours        ▶ 25 videos       ★ 706 Reviews

Course Features
Workday Finance Training

Placement and Job Support

Workday Certification Assistance

Implementation of real-time projects

24*7 Support


  1. No prerequisite
  2. Priceless downloadable certified documents (PDF, PPT, XLS, Visio's, DOC)
  3. 24*7 Workday Tenant access for 720 hours (one month only)
  4. 24/7 access to course curriculum for limited duration
  5. Hands-on support from the trainer
  6.  Interview preparation, job placement, and support
  7. Remote job placement with this training 
  8. 70+ Real-world projects, examples and case studies  
  9. Interview questions 
  10. Sample resumes for every Workday job
  11.  Flexible schedule to fit your needs

What you will learn

  1. 10 years of real-time Workday live project experience by our expert
  2. 500-page cheat sheets with step by step guides are provided 
  3. Learn the organizational, process, and reporting changes.
  4. In-depth finance fundamentals, AP, AR, GL, Assets, Treasury, banking and settlement, reporting, and analytics concepts
  5. Execute the major financial events (transactions), perform administrative activities, and perform setup of the core system functionality
  6. Method of placement: internal client projects, external vendors, direct  full time client or partner referrals
  7. Workday Certification assistance and referral for immediate certification
  8. Take your career to the next level!
  9. After this course, you will have the skills to start a successful career in Workday Accounts and Finance.

What you will Learn

• Financial Navigation and Core Concepts
• Organizations and Worktags, Journal Entries and Business Assets - Depreciation
• Workday Standard Reports, Custom Reports, and Financial and Manager Metric Reports
• Setup custom worktags, new company, financial accounting for a company, cost centers and cost center hierarchies.
• Create a custom organization and Configure a Role Based Security group.
• Maintain a Business Process, Create manual/accounting journals online and via EIB using web services.
• Understand how to configure Account Posting Rules and Create a supplier and enter supplier invoices.
• Setup a new bank account and run a settlement.
• Create a customer and enter customer invoices and Complete receipt of customer payments.
• Use Workday to process a period close event and Create a report using Workday Report Writer.

Workday Positions to apply after Workday Finance Training

    • 1. Workday Implementation Lead/Consultant
    • 2. Workday Test Lead
    • 3. Workday Project Manager
    • 4. Workday Security
    • 5. Workday Production Support Consultant
    • 6. Workday Data Conversion
    • 7. Workday Business Analyst
    • 8. Workday Financial Business Analyst
    • 9. Workday Business Process Admin
    • 10. Workday Administrator

Course Summary

Our Workday Finance training is intended to guide you to understand the required fundamentals to kick-start your career in Workday Financials implementation. Students would understand how to implement the significant financial events (transactions) , achieve administrative activities, and to perform the configuration of core system functionality. This training is basically constructed to enable functional knowledge for students. If you aimed eventually to a Workday functional consultant, you are in the proper path. This Workday Finance training is exhaustive with real-time plots which delivers the feasible value to the Workday Professional applicant. Our complete training builds your confidence to excels in job markets and to crack the interviews.

1. Core Concepts and Navigation:

Workday Finance Training was constructed and intended to specifically meet the requirements of updated finance organizations. This Workday Finance training is object-oriented and  cloud-computing software which can be utilized to the handle today's financial requirements and business goals. This training  functions a comprehensive layout of Workday Financials which includes system overview, performance, utilities, responsibilities. business procedures, basic configurations, and transactions. Students would also get a grip on defining Workday core concepts and logging in to  Workday tenant. 

2. Organizations and Worktags:

Our students would be tutored by focusing on the organization and other common organization types which can be formed and well- maintained. This also includes the custom organizations, which were needed to reinforce the individual business and reporting needs. Financial dealings are combined and followed by the organizations. Student can also learn the company formation and also attaching it to an current company via a reorganization. Our Teaching would also includes the formation of new cost centers and including them in a newly formed cost center hierarchy.

3. Financial Accounting Setup:

Workday Financial Accounting training enables the skills which is  required to fulfill the data needed for creditors,  investors and regulatory authorities.  Workday Financial Accounting, is the  foundation for all Workday Financial solutions, learners can handle all the accounting activities and activity report at any moment. This covers the various concepts of identifying the needed security groups for financial accounting layout, arrangement of organization's mandatory accounting details, concept application of the favored approach to the account setup, Actuals ledger creation , ledger creation and also maintaining the ledger period standing.

4. Accounting Journals and Account Posting Rules:

Workday Accounts Training is created to supports the students to automate the accounting which results from the business operations.  They would also learn  the different concepts which includes the identification of the mandatory security groups for journal creation, describing  every journal type posts,  journal creation and reversal journal,  EIB creation and template population. Ideas on variance in between defaulting ledger accounts and determining  the accounts derived from account posting condition rules, account posting rules to firmly influence the ledger  based accounts on data in the transaction provided, expression of the order of the state  matter would also be tutored.

5. Supplier and Supplier Invoices:

Workday Supplier Management utilizes web-based business correspondence, transaction preparing, and settlement choices  to effectively process the supplier invoices, manage payables, provision of cash enhancement, maintains a strong internal controls including insight in every aspects of the enterprise , identifying the needed security groups which is necessary for the supplier invoice and adjustment creation and accounting reviewing on both documents and also maintains the account posting procedure for account creation posting rule condition.

6. Banking and Settlement:

Workday Cash Management includes  banking, settlements and bank reconciliation techniques which enables you to manage and improve the cash inflows and cash outflows for the organization on a monthly, weekly, and daily basis. Workday computerizes administrative and control activities like bank statement reconciliation with embedded business intelligence, Adopting Workday Banking  and Settlement, companies can  computerizes the coordination and  cash flow control activity.

7. Customers, Customers Invoices and Receipts

Workday Revenue Management provides the administration of customer accounts and allied revenue. When products are delivered to customers, students can  utilize Workday to handle the invoices and sales terminologies, report customer payments and cash sales, and  money deposits into the bank. Use practical reports anytime across the cycle to trail and analyzing  customer account information. Students would understand how to identify the mandatory security groups for customer configuration, invoice creation, categories management and customer groups, customer creation, customer invoice and adjustment, and reviewing the accounting and identify the mandatory security groups to  customer receipts processing, recording and applying a customer payment with deficiency and reduced amount and  accounting reviewing, records and applying a customer payment with coverage and appropriate discount and devalue amount and accounting reviewing, customer deposit customer payments creation and accounting reviewing and also understand how to construct a customer refund and a cash sales and  accounting reviewing.

8. Bank Reconciliation:

Workday Cash Management includes of banking, settlements, and bank reconciliation techniques which enables the active management and usage of the cash inflows and cash outflows on a  monthly, weekly, and daily basis. Students understand how to find the needed security groups for bank reconciliation, ad-hoc bank transactions, manual bank statement,  Ad-Hoc bank transaction to reunite the indicated cash and reviewing cash-to-bank account and balances the bank reconciliation.

9. Business Asset Setup and Lifecycle:

Workday Finance Training provides  flexibility which provides students to trail the  assets as stated to business utilities and account for them based on your accounting forms. Students would be tutored how to establish the needed security groups for asset formation, configuration of expend account posting regulations to manage the asset accounts and arrange the business asset setup procedures.

10. Financial Reporting:

Ideas relating to accounting "workpaper" records, like ledger detail, trial balance and reconciliation enable analysis and control would be tutored. User-evident, real-time scenarios question which provides understanding whenever and wherever it is required. Financial reports can be accomplished in tabular or graphical arrangement for displaying or download. You can also analyze other avenues of training such as Workday Prism Analytics Training, Workday talent and performance management training and Workday Advanced Compensation Training .

Choose Your Plan

Workday Finance Training

<<<20% OFF!>>>

  • Cheat sheets for videos
  • Downloadable Documents
  • Real-time project experience 
  • Course curriculum access
  • Job Support
  • No Refund Policy
Direct Payment Method
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Course Curriculum



Top Rated
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Immensely Helpful!

I love the way concepts like asset depreciation, custom validation, and reporting have been explained. Your cheat sheets were very useful to me for reference. Even after the completion of training, the documents that I downloaded have been a constant source of help. Will recommend this course to all Financial Analysts like me who want to transition their skills to Workday! - McGregor

9 months ago
This course is an Asset

I feel thrilled and excited after completing your Finance course. I learnt 6 modules in Finance (AP, GL, AR, Banking, Treasury, reporting, security and business process) were very simple to understand. I'm interested in enrolling in other courses too. Mary is an excellent mentor and a kind hearted guide. Her attitude has helped me evade my fears and learn a lot of new concepts in Finance. I worked hard and I'm quite astonished at the results. Plenty of remote placement opportunities have been pouring in and I feel lucky to have been a trainee here. - Farookh Riyal

9 months ago

About Instructor

    • Mary is global ERP implementation expert, director, program manager, and transformational leader from Dallas, Texas. She has 30 years experience in ERP with 12 years experience in Workday. She is a certified global lead / solution architect who has led multiple conferences and global projects across 60 countries. She is an expert in implementation, Hyper-Care, Training, Data conversion, Integrations, Change Management, Project Management and Testing. You will get the best training in the world with valuable training documents and practical real time projects.  
    • Mary has repeatedly demonstrated her capabilities combining business acumen with strong financial discipline, deep design insights and organizational management skills to successfully grow businesses, lead them through successful turnarounds and revitalization, and manage them across all stages of the business life cycle. She has an established track record of increasing both enterprise and cash flow in companies across multiple industries. She is a growth-focused, results-oriented, and solutions-driven leader with proven history of bringing analytical insights and pragmatic solutions to key business challenges.