World's #1 Bootcamp

• Company
• Company hierarchy
• Company accounting detail
• Company contact detail
• Edit Company Tax Details
• Company Billing Information
• An assignable role for a company
• Create Business Process Definition
• Create Cost Center
• Create Cost Center Hierarchy
• Assign Cost Center to a Cost Center Hierarchy
• Cost centre manager role
• Custom Organizations
• Maintain Organization Subtypes
• Maintain Organization Types

•  Overview
•  Financial Accounting Setup
•  Company Chart Of Account
•  Account control rule
•  Financial Transaction Flow
•  Company Accounting Details
•  Ledger Setup
•  Financial schedule
•  Fiscal Year
•  Fiscal schedule
•  Ledger Period Status

•  Overview
•  Multipurpose Rules
•  Supplier Accounts and Spend Rules
•  Business Asset Rules
•  Customer Accounts and Revenue Rules

•  Accounting journal
•  Operational journal
•  Manual journal
•  Journal creation security
•  Journal posting rule
•  Journal Setup
•  Create an Accounting Journal
•  Create a Reversal Accounting Journal
•  Recurring Journal Generation
•  EIB – Upload a Journal Entry

• Overview
• Supplier Setup
• Supplier setup security
• Supplier event
• Supplier Business process
• Supplier category
• Supplier group
• Supplier hierarchy
• Supplier connection
• Supplier activity control
• Create Supplier
• Spend Categories and Purchase Items
• Maintain Spend Category
• Create Spend Category Hierarchy
• Create Purchase Item
• Purchase Item group
• Edit Posting Rule
• Supplier account
• Supplier payment method
• Supplier status

• Overview
• Supplier Invoice and Adjustment
• Supplier invoice auto-creation
• Supplier invoice status management
• Create Supplier Invoice
• Create Supplier Invoice Adjustment
• Supplier invoice Workflow
• Supplier invoice security
• Recurring supplier Invoice
• Supplier contract
• Supplier Accounting Detail
• Supplier invoice scheduling
• Supplier invoice auto-creation

• Cash Flow
• Key features of banking settlement
• Bank set up pre-task
• Financial Institute
• Bank Setup
• Creating a Bank Account
• Bank routing rule
• Settlement Overview
• Settlement processing chain
• Settlement work area
• Settlement run date
• Printing bank check task
• Settlement security
• Ad hoc Payment
• Ad hoc Payment settlement

• Security for customer setup
• Customer Setup
• Maintain Customer Category
• Maintain Customer Groups
• Customer Hierarchy
• Customer tagging or Worktag
• Create Customer
• Revenue Categories
• Sales Items
• Sales Item Group
• Sales Item preview
• Deferred sales Item
• Edit posting rule for customer payment

• Create a Customer Invoice
• Customer Invoices and Adjustments
• Customer Invoice Security
• View customer invoice accounting
• Printing customer invoice
• Customer invoice Email
• Email and Print a Customer Invoice
• Create Customer Invoice auto Adjustment

• Customer Account Management
• Customer Reporting
• Write off bad DEBT
• Cash sales
• Record customer payment with an on-account Amount
• Deposit customer payments
• Record Cash Sales
• Modify the cash sales BP
• Receivable ageing report
• Customer statements
• Receivables Aging Reports
• Customer Statements

• Overview
• Add Asset Books to Company
• Maintain Depreciation Profiles
• Maintain Spend Category
• Maintain Asset Book Rules
• Edit Posting Rule
• Purchase Business Asset
• Business asset security
• Record Depreciation of a business asset

• Purchase Business Assets
• Register Business Assets
• Transfer Business Assets
• View Business Asset History

• Workday Standard report
• Standard vs expresso report
• Run standard and expresso report
• Event accounting summary report
• Balance By Bank Report
• Trial balance Report
• Ledger detail report
• Ledger account activity summary report
• Ledger year beginning balance report
• Find journal
• Find customer
• Find customer invoice
• Find customer payment
• Settlement report

• Goals & Objectives
• Overview and Introduction
• Delivered Reports
• Report Writer Terminology & Concepts
• Business Objects, Fields & Instances
• Report Data Sources
• Steps to Create a Report
• Report Types
• Selecting a Data Source
• Temporary Reports
• Report Writer Navigation
• Report Output vs Report Definition
• Sorting And Filtering Report Fields
• Simple vs Advanced Report Types
• Advanced Filtering Options and Prompts
• Accessing Fields from Related Business Objects
• Sorting and Filtering on Related Business Object Fields
• Subtotals & Grand Totals
• Data Source Security & Report Field Security
• Sharing Reports
• Schedule and Share Output of Report
• Report Run History
• Transfer Ownership

• Overview
• Business Process Framework
• View Business Process Diagram
• Business Process Configuration Options
• Business Process Functionality
• Business Processes and Subprocesses
• Hire Business process configuration
• Create a position compensation business process
• Request compensation change business process
• Change job business process
• Business process condition rule
• Business process advance routing
• Business process steps configuration
• The business process to do
• Business process Delegation
• Business process approval chain

• Overview
• Configurable Security
• Functional Areas, Securable Items and Security Policies
• Workday delivered security group
• Security group types
• Role based security group
• User base security group
• Domain security policy
• Business process security policy
• Domain security policy for functional area
• Domain security policy for business process
• Creating custom Security Groups
• Modifying Domain Security Policy
• Modifying Business Process Security Policy

By the end of this Workday Financials Training, you’ll learn the following:

• Workday Financials fundamentals
• Document design specifications
• Workday financials suite terminology and functionalities
• Financial accounting setup
• Understand how to deploy workday
• Master Staffing models, compensation, EIB & report writer
• How to employ transactions in Workday.
• Get an overview of security policies and business processes
• Hands-on expertise with various use cases and projects.

Yes, you can customize the course curriculum as per your requirements.

Yes, we can schedule training sessions as per your availability. we also offer the one on one trainer based session.

Yes, you can attend one live session before joining.

You need good internet connectivity with a mobile/tab/laptop/system installed with Zoom/Meet.

Yes, we got custom training programs to complete the course as you need.