Overview of Course

Our Workday Financials Training is designed to help you master the financial management aspects of Workday, one of the leading cloud-based ERP systems. The course will enable you to gain a thorough understanding of Workday’s financial modules, including accounting, revenue management, financial reporting, and more.

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Course Highlights

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Comprehensive coverage of Workday financial modules

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In-depth training on financial management processes and workflows

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Hands-on experience with Workday’s accounting, revenue management, and reporting modules

Key Differentiators

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    Personalized Learning with Custom Curriculum

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    Trusted by over 100+ Fortune 500 Companies

    We help organizations deliver right outcomes by training talent

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    Flexible Schedule & Delivery

    Choose between virtual/offline with Weekend options

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    Enterprise Grade Data Protection

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    Real-world Projects

    We work with experts to curate real business scenarios as training projects

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Skills You’ll Learn


Setting up financial management processes in Workday


Configuring and managing accounting in Workday


Managing revenue in Workday


Generating financial reports in Workday


Troubleshooting and resolving issues in Workday financials

Training Options

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1-on-1 Training

On Request
  • Option Item Access to live online classes
  • Option Item Flexible schedule including weekends
  • Option Item Hands-on exercises with virtual labs
  • Option Item Session recordings and learning courseware included
  • Option Item 24X7 learner support and assistance
  • Option Item Book a free demo before you commit!
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Corporate Training

On Request
  • Option Item Everything in 1-on-1 Training plus
  • Option Item Custom Curriculum
  • Option Item Extended access to virtual labs
  • Option Item Detailed reporting of every candidate
  • Option Item Projects and assessments
  • Option Item Consulting Support
  • Option Item Training aligned to business outcomes
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  • Adapt to new technologies & processes and increase efficiency and profitability.
  • Improve employee morale, job satisfaction, and retention rates.
  • Reduce employee turnovers and associated costs, such as recruitment and onboarding expenses.
  • Obtain long-term organizational growth and success.

Course Reviews


  • Overview of Workday Financials
  • Workday Financials Organization
  • Worktags and Cost Centers
  • Managing Ledger Accounts

  • Setting up Financial Accounting
  • Accounting Configurations and Controls
  • Financial Accounting Templates
  • Managing Currencies 

  • Overview of Account Posting Rules
  • Creating and Managing Account Posting Rules
  • Journal Lines and Rules
  • Use of Account Posting Rules in Transactions

  • Introduction to Accounting Journals
  • Journal Types and Templates
  • Journal Approval and Reversals
  • Use of Accounting Journals in Workday Financials

  • Overview of Suppliers in Workday
  • Supplier Account Management
  • Supplier Payment Methods
  • Supplier Invoice Management

  • Supplier Invoice Processing in Workday
  • Invoice Review and Approval
  • Invoice Payments and Adjustments
  • Use of Supplier Invoices in Financial Reports

  • Overview of Workday Banking
  • Bank Account Management
  • Payment Processing
  • Settlement and Reconciliation

  • Overview of Customer Management in Workday
  • Customer Account Management
  • Credit and Collection Management
  • Use of Customer Information in Financial Transactions

  • Customer Invoice Processing in Workday
  • Invoice Review and Approval
  • Invoice Adjustments and Disputes
  • Use of Customer Invoices in Financial Reports

  • Overview of Customer Receipts Management
  • Customer Payment Processing
  • Credit Memos and Refunds
  • Use of Customer Receipts in Financial Reports

  • Overview of Business Asset Management in Workday
  • Asset Types and Categories
  • Asset Acquisition and Depreciation
  • Asset Retirement and Disposal

  • Overview of the Business Asset Life Cycle
  • Asset Maintenance and Repair
  • Asset Transfers and Revaluations
  • Use of Business Asset Information in Financial Reports

  • Overview of Workday Financial Reports
  • Common Financial Reports
  • Financial Statement Generator
  • Report Templates and Configuration

  • Introduction to Workday Report Writer
  • Creating and Editing Reports
  • Use of Report Fields and Functions
  • Report Security and Sharing

  • Business Process Framework Overview
  • Business Process Steps and Tasks
  • Configuring Business Processes
  • Business Process Security and Access

  • Overview of Security in Workday
  • Security Groups and Roles
  • Security Policies and Controls
  • User and Role Assignment
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Target Audience:

  • Financial Analysts
  • Financial Managers
  • Accountants
  • ERP Professionals
  • Business Analysts
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  • Basic knowledge of accounting principles
  • Familiarity with ERP systems is an added advantage
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Benefits of the course:

  • Gain expertise in Workday financial management
  • Learn how to set up financial management processes in Workday
  • Understand how to configure and manage accounting in Workday
  • Develop skills in managing revenue and generating financial reports in Workday
  • Increase your job prospects in the financial management domain
  • Enhance your earning potential with specialized Workday financials skills
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Exam details to pass the course:

  • There is no exam to pass the course. However, you will receive a certificate of completion once you complete the course.
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Certification path:

  • To become a certified Workday Financials Professional, you must pass the Workday Financials Certification exam.
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Career options after doing the course:

  • Workday Financial Analyst
  • Workday Financial Manager
  • Workday Financial Reporting Analyst
  • Workday Revenue Manager
  • Workday Financials Integration Specialist

Why should you take this course from Skillzcafe:

Why should you take this course from Skillzcafe:
  • Bullet Icon Expert trainers with years of experience in Workday financials
  • Bullet Icon Comprehensive coverage of Workday financial modules
  • Bullet Icon Hands-on experience with Workday’s accounting, revenue management, and reporting modules
  • Bullet Icon Real-world examples and case studies to help you apply what you learn
  • Bullet Icon Flexible learning options to fit your schedule
  • Bullet Icon Affordable pricing


Yes, this is an online course.

Workday Financials is a cloud-based financial management system that provides organizations with the tools and capabilities to manage their financial processes.

The course covers the basics of Workday Financials, including setting up financial accounting, managing suppliers, processing invoices, managing customer receipts, and managing business assets. You will also learn about financial reporting, report writing, defining business processes, and security groups.

There are no specific prerequisites for the course, but it is recommended that you have some basic knowledge of financial accounting and management.

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