Workday Financials Online Training

About Workday Financials Online Training:

Workday Financial Management goes beyond the fundamentals of accounting and focuses on the speed, agility, cost, and insights. it’s delivered within the cloud, and therefore the suite of unified applications includes a full range of finance and accounting capabilities, real-time business insights, and fully auditable process management. It features the functionality that’s designed uniquely for companies in specific industry verticals that include financial services, software and Internet services, education, government, and non-profit. Workday Financials Online Training also supports organizations with multinational financial reporting requirements.

About Instructor

                              Workday Financials Online Training is provided by a real time consultant. The experience acquired by our trainer on Workday Financials, is promisingly helpful to the corporate trainee’s. Our instructors are experts in the implementation and support projects. ASTS always works on real time scenarios. It is extremely useful for the professionals to handle the projects easily in the IT industry.


Basic knowledge of:

  • Human Resource Management
  • Any ERP like PeopleSoft, Oracle, SAP, etc.

Terms And Conditions:

  • We will Provide Supporting to resolve Student practical Issues.
  • We will provide server Access and 100% Lab Facility.
  • Resume Preparation.
  • Interview Questions & Answers.
  • We will conduct mock interviews. Student also gets 100% supporting before and after getting job.

Workday Financials Online Training Course Content:

Basic Navigation of Workday and Understanding Workday

  • Workday core concept
  • Workday navigation basic
  • Searching
  • Search category
  • Search prefix
  • Business object
  • Landing Pages
  • Related Action Menus
  • Search
  • Slide-out tabs
  • Hyperlinks
  • Additional Navigation Topics
  • Actionable Reports
  • Single and Multi-select prompt fields
  • Standard Screen Icons
  • Task Page Icons
  • Configuration options
  • Find Worker
  • Inbox
  • Worklets
  • WD Drive
  • Workday searching style
  • Prefix in workday
  • Workday site map
  • Self service

Workday Organization

  • Company
  • Company hierarchy
  • Company accounting detail
  • Company contact detail
  • Company tax id
  • Company Billing Information
  • An assignable role for a company
  • Business process definition for a company
  • Create a Cost Center
  • Create a Cost Center Hierarchy
  • Assign Cost Center to a Cost Center Hierarchy
  • Cost centre manager role
  • Custom Organizations
  • Maintain Organization Subtypes
  • Maintain Organization Types

Financial Accounting Setup

  • 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

Account Posting Rules

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

Accounting Journals

  • Overview
  • 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

Supplier Invoices

  • 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

Banking and Settlement

  • Overview
  • 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


  • Overview
  • 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

Customer Invoices

  • Overview
  • 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 Receipts

  • Overview
  • 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

Business Asset Setup

  • 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

Business Asset Life Cycle

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


Financial Common Reports

  • 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

Report Writer for Workday

  • 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

Defining Business Processes

  • 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

Security Groups

  • 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


Workday iLoads
Data push and Data extraction in Workday
Kinds of Data load
Foundation, Master and Implementation Suites in Workday
Implementation Areas and Implementation Tasks in Workday

Transactions in workday

Creating Applicants in Workday
Hiring in Supervisory Organizations in Workday
Assigning User-based security groups
Hire into position/job/headcount management
Staffing movement, Termination and Request Delegation in Workday
Rescind, Move workers and Inactivate supervisory organizations in Workday
Workday Accounts and Viewing Personal Data

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