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Fundamentals Video: Basic Foundation and Essential Videos for Finance (12 hours)
6 Lessons -
Workday Finance Videos 2026
23 Lessons-
StartCheat Sheet for Live Class
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StartV1: Logistics, Curriculum, Tenant, Downloads, HCM Overview & Time
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StartV2. Create Supervisory Organization, Company & Cost Center
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StartV3. Create Company Hierarchy, Sup. Org Subordinate, Significance of relating objects, tasks, mentorship
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StartV4. Review Journal, Security Groups, Create Fiscal Schedule, Posting Intervals and Fiscal Year
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StartV5. Account Set, Account Posting Rule Set, Control Rule Set, Role Based Security, Mass Update Ledger Periods
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StartV6. Create Manual Journal, Custom Worktag, Values, Reversal Accural Journal
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StartV7. Inbound Integration - Journal Import, Spreadsheet Journal Import
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StartV8. Suppliers, Supplier Category & Business Process
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StartV9. Spend Category, Purchase item, Supplier Invoice, Role Based Security, Business Process and Account Posting Rule Set
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StartV10. Create Supplier Invoice, Adjustment, Business Process, View Accounting, Dashboards and Sitemaps
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StartV11. Create Bank Accounts, Bank Routing Rule and Settlement Process
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StartV12. Create Customer, Category, Groups and View Customer Invoice
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StartV13. Sales Item, Revenue Category, Account Posting rule, Deferred Revenue, Worktags, Custom Validations, Customer Invoice
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StartV14. Fix Custom Validation, Submit Customer Invoice, Create Second Invoice, Consolidated Invoice, Print and Email
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StartV15: Customer Invoice Adjustment, Customer Payment Application, Account Posting Rules, Business Process Definitions
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StartV16. Customer Short Payment, Write-Off, OnAccount Settlement, Record Cash Sale
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StartV17. Business Asset Life Cycle, Supplier Invoice, Business Process Tracking and Troubleshooting
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StartV18. Trackable Spend Category, Asset Book, Depreciation Profile, Supplier Invoice & Register Asset
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StartV19. Create Ledger Year, Place Asset in Service, Depreciation Expense, Bank Statement, Reconciliation, Ad Hoc Bank TX, & Cash to Bank Report
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StartV20. Period Close BP, Workday Standard Reports (trial Balance, Event Activity & Ledger Balance)
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StartV21: Fix Operationals Journal in Error, Unassigned Task for Cost Center, Journals in Closed Ledger Period
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StartV22: Year End Close, Roll Forward Balances, Adjusting Journal, Close Period, Close Ledger Year & Schedule Reports
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Workday Finance Videos 2021
6 Lessons-
StartV1. HCM/Finance Overview, Sup Org, Company and Hierarchy_copy
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StartV2. Financial Accounting (Ledger, Fiscal Year, Period, Company Accounting Details and Journal Upload)
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StartV3. Supplier Category, Spend Category, Supplier Invoice and Operational Journal
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StartV4. AP Settlements, Ad-hoc Pay, Customer, Customer Category, Customer Invoice, Validation and Accounting
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StartV5. Customer Receipts, Apply Payment, Deposits, Ad hoc Sale, Cash, Bank Reconciliation and practicalsson
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StartV6. Business Assets, Financial Close and Reporting
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The Next Level Presentations
13 Lessons-
StartConsolidations and Companies
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StartIntercompany Transaction Guide
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StartWorkday Consolidations Webinar Series 2022
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StartLease Accounting
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StartAccount Reconciliation
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StartAllocations
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StartBanking and Settlement
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StartCentral Travel Cards
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StartExpense Reporting
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StartExpense Protect
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StartCash Management
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StartBudgets
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StartAccounting Center
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Rising Sessions
56 Lessons-
StartAsk Workday Financial Management Functionality Specific to Higher Education and Government
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StartAccounting Executive Panel Using Workday to Transform the Accounting Function
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StartAdvanced Revenue Reporting and Analytics in Workday
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StartAsk Workday Project Resource Management
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StartAsk Workday Corporate Credit Cards for Employee Expenses
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StartAsk Workday Record to Report
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StartAchieving Excellence in Workday Supplier Accounts
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StartCore Workday Financial Management A Look Forward
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StartCreating Dashboards for Sponsored Research Data
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StartCustom Validations in Workday Financial Management
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StartEffective Global Design for a Research Hospital Across the Full Workday Platform
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StartGlobal to Local A Practical Guide to Deploying Workday Financial Management Globally
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StartBring Your Procure to Pay to Another Level
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StartHow to Close the Books in Four Days
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StartDelivering the Value of Cloud Transformation Insights from Workday Higher-Education Customers Post Go-Live and Beyon
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StartHow to Tailor Workday Grants Management to Your Needs
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StartGoing Global with Workday Expenses
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StartIntroduction to Audit in Workday
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StartIntroduction to Workday Projects and Project Billing
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StartIntroduction to Customer Accounts and Accounts Receivable in Workday
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StartIntroduction to Workday Financial Management
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StartIntroduction to Workday Expenses
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StartLessons Learned from Deploying and Using Endowment Accounting in Workday
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StartManaging Capital Projects in Workday Financial Management
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StartMaking the Most of Cash Management in Workday
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StartMaking the Most of the Settlement Framework in Workday
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StartMaximizing Workday Allocations
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StartManual Journals, Ad Hoc Bank Transactions, and Internal Service Deliveries in a Government World
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StartNavigating ITGC SOX Requirements in Workday
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StartPractical Revenue Recognition with Workday IFRS 15 in Real Life
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StartProject Budgeting for Workday Professional Services Automation
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StartMaximizing Workday for Healthcare Providers
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StartStreamlining Bank Reconciliation in Workday
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StartReporting Your Way Through the Grant Lifecycle
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StartSupplier Accounts in Workday The Year in Review and a Look Forward
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StartThe Future of Financ Unlocking Value from AI and Automation
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StartStreamlining the Close Improving Month-End with Transaction Matching and Account Certification
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StartTime-Saving Check Boxes in Cash Management
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StartTips and Tricks for ASC 842IFRS 16 Reporting in Workday
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StartTips and Tricks for Using Custom Validations in Workday Financial Management
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StartTips and Tricks for Using Worktags in Workday Financial Management
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StartTips and Tricks for Workday Customer Accounts
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StartTransaction and Withholding Tax Reporting Fundamentals in Workday
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StartWhat to Look for When You-re Looking A Practical Perspective Panel
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StartWhen Things Go Wrong Why Solving for Financial Management Alone Is Not the Answer
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StartWorkday Cloud Platform for Workday Financial Management Strategy and Use Cases
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StartWorkday Expenses The Year in Review and a Look Forward
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StartWorkday Expenses and Workday Human Capital Management Deploying and Using Them Together
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StartWorkday Expenses Automate, Reduce Costs and Improve Control
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StartWorkday Financial Management and ASC 842 Lease Compliance
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StartWorkday for Financial Services Companies
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StartWorkday Projects A Look Forward
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StartWorkday for Insurance Companies
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StartWorkday Revenue and Customer Accounts A Look Forward
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StartWorkday Financial Managemen Strategy and Vision Keynote
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StartWorkday Financial Management Strategy and Vision Keynote
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The Next Level Presentation Docs
37 Lessons-
StartAvoidable_Bank_Fees
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StartAllocations Basics Webinar - Final
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StartBank Account Signatories
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StartBank Account Signatories BP Steps_Rev2022.02.15
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StartBank Fee Analysis Next Level
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StartBank Reconciliation Rule Set Retirement
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StartAccount Certification Next Level _1
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StartFAQ_ New Expense Receipt Scanning Service Webinar (1)
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StartCash Forecasting with Worksheets - Session 1
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StartExpense Protect Webinar - Session 1
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StartFinal Q&A Doc_0
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StartFinance Lease Requirements and Considerations v06122019
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StartInstructions for Downloading the Sample Reconcilation Worksheet
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StartIntroduction to Workday Expenses_0
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StartCash Forecasting 2.0 Quick Guide April 10, 2019
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StartMonth_over_Month_Bank_Fees
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StartMBAA Set Up for Leases_0
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StartMultibook Asset Accounting Lease Contract Conversion Guide 01-04-2021
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StartJournal Insights - Next Level Webinar
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StartNext Level_Lease Amendments_Update_2020R1
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StartNext Level Optimize Your Supplier Settlement Process
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StartNon MBAA and MBAA Accounting Examples
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StartOptimizing Bank Reconciliation Next Level
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StartQ&A Allocation Basics
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StartPerforming Lease Amendments - Workday Document UPDATED 091619
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StartQ&A Transcript - Account Certification Webinar
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StartQ&A
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StartQandA
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StartQuestions & Answers from Webinar_Update2020R1
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StartService_Cost_Comparison
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StartShare_of_Wallet
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StartTransaction_Matching_-_Open_Item_Balance_Review_Composite
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StartTransaction Matching Presentation Deck
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StartTransaction_Matching_Open_Item_Reconciliation
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StartTransaction_Matching_Open_Item_Balance
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StartWebinar Q&A
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StartWebinar_ New Receipt Scanning Service MAR 2021
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Reviews
5
Top Rated
Dhanalakshmi Mahendra
Excellent Training!
I enrolled in a Workday Finance Self-paced course and loved how organized and flexible the course was. I could learn at my own pace. It was a very convenient way to dedicate and utilize time effectively. The cheat sheet, a recorded training video and downloadable documents provided by Mary are very clear and help to learn easily. Earlier I had taken HCM live class with Mary, and this Self-paced course also made me feel as though I was in a live class. Mary’s voice and her teaching methodology boosts confidence. I would like to recommend ERP Cloud Training sessions for others who are looking for workday training and will consider taking further modules to enhance my skills. Thank You Mary! Dhanalakshmi Mahendra.
Janaki
Fabulous training to Supercharge your SKILLS!!
Hi.. This is Russell Roy.. The Workday Finance training was amazing. The trainer Mary was awesome! She will show you all you need to do to become a very good Workday Consultant. The concepts are easy to understand, informative, and very well organized. The Course is full of practical and valuable materials. The material like cheat sheets, documents, sample resume templates provided as part of the course curriculum is a big help in the learning journey. I've learned so much more than the tools and troubleshooting techniques to feel confident in securing a Workday position. Thank you, Mary.. for being a fabulous trainer!!
Linnea Garcia
Practical Training with Excellent communication !!
Workday Training at ERP Cloud Training Institute is Awesome...Trainer explains the concepts very clearly in a simple and understanding way. She introduces all the cutting-edge technologies to you...finally, Do you want a carrier in Workday...attend her classes, practice each and every concept she explains without fail...then attend the interview. I am sure that you are going to grab that opportunity. Thank you to ERP Cloud Training Institute for providing such Wonderful Training - Jessica Blair
Isabella Isaac
In-depth Course Content and Excellent Teaching!!!
Mary taught us every concept in detail and also with more practical examples. I think she can teach with more practical examples because she has more experience in the workday. So it was effortless to understand each concept. The second thing is course content. They covered all the necessary topics. It is helpful to me in my job now. others said that they didn't learn those topics in my workplace. Thanks for ERP Cloud Training for such an excellent course curriculum. Thanks for sending us job updates daily. So I could apply for jobs and finally found one. More than that, it was thoughtful and helpful to understand the job nature, as we saw roles and responsibilities of the job updates sent by ERP Cloud Training right from joining the course. The cheatsheets were helpful for me for revising every time. I want to suggest this course to everyone who looks for workday courses.
Amanda O'Brien
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
Judith Wilcox
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
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