Workday Finance unifies general ledger, procurement, billing, and reporting on a single cloud platform instead of the disconnected systems finance teams once relied on. This course walks through the full financial lifecycle – configuring the Chart of Accounts, running Procure-to-Pay and Contracts-to-Cash processes, closing the books through Record-to-Report, and building Prism Analytics dashboards. You will practice inside a live sandbox tenant, complete structured labs, and finish with a capstone project that reflects what finance teams expect from a certified professional in 2026, including Workday’s newer Illuminate AI agents for close and compliance.
Prerequisites
- Basic understanding of core accounting concepts, such as ledgers, journal entries, and the chart of accounts
- Familiarity with general finance or ERP terminology (accounts payable, accounts receivable, procurement)
- No prior Workday experience is required, though exposure to any ERP system is helpful
- Comfort navigating a browser-based enterprise application and working with structured data in spreadsheets
- A background in finance, accounting, procurement, or financial systems administration is helpful but not mandatory
Course Objectives
- Explain how Workday Financial Management unifies accounting, procurement, billing, and reporting on one platform
- Configure the Chart of Accounts, worktags, and accounting periods to support multi-entity organizations
- Run Procure-to-Pay processes from requisition through supplier invoice and payment
- Manage Contracts-to-Cash processes, including customer billing and receivables
- Execute Record-to-Report activities, including journal processing, reconciliation, and financial close
- Build reports and dashboards using Workday Prism Analytics
- Apply Workday Illuminate AI agents to accelerate reconciliation, close, and compliance testing
- Prepare methodically for Workday’s Financial Management certification exams
What You Will Learn
- Core financial accounting setup: Chart of Accounts, worktags, ledgers, and accounting periods
- Procure-to-Pay workflow: requisitions, purchase orders, supplier invoices, and payments
- Contracts-to-Cash workflow: customer contracts, billing schedules, and receivables management
- Record-to-Report processes: journals, allocations, reconciliations, and period-end close
- Business process framework configuration for approvals and financial controls
- Financial reporting with matrix reports, calculated fields, and composite reports
- Data preparation and dashboard-building for Workday Finance development using Prism Analytics
- How Workday Finance application development extends core Financials with custom objects, calculated fields, and Extend-based apps
- Working with Illuminate agents for automated reconciliation and continuous financial testing
- Security, audit trails, and compliance controls across the financial close cycle
Who Should Enroll in This Course?
This Workday Finance course is designed for professionals who manage or support financial operations and want hands-on platform expertise.
- Finance and accounting professionals moving from legacy ERP systems to Workday
- Accounts payable, accounts receivable, and procurement specialists
- Financial systems analysts and Workday functional consultants
- FP&A and reporting professionals who need Prism Analytics and dashboard skills
- Auditors and compliance professionals responsible for financial controls
- Professionals preparing for Workday’s Financial Management certification exams
Skills You Will Gain
- Chart of Accounts and worktag configuration
- Procure-to-Pay and Contracts-to-Cash process execution
- Record-to-Report, reconciliation, and financial close management
- Matrix and composite report building
- Prism Analytics data preparation and dashboard design
- Working alongside Illuminate agents for reconciliation, close automation, and fraud-risk testing
- Applying business process framework controls for audit-ready financial operations
Tools Covered
- Workday Financial Management (Core Financials)
- Workday Business Process Framework
- Workday Prism Analytics
- Workday Illuminate AI agents for Financials
- Workday Learning Center and sandbox tenant
- Matrix, composite, and calculated-field reporting tools
Career Outcomes
A Workday Finance certification opens the door to several in-demand accounting, reporting, and systems roles.
- Workday Financials Consultant
- Workday Finance Systems Analyst
- Accounts Payable / Accounts Receivable Specialist (Workday)
- Financial Reporting Analyst
- Procurement and Contracts Analyst
- Workday Financials Solutions Architect
Why Choose kodesTree?
kodesTree’s Workday Finance online course is structured around how finance teams actually run Workday in 2026, not a generic module walkthrough.
- Live instructor-led sessions with sandbox tenant access
- Curriculum aligned with Procure-to-Pay, Record-to-Report, and Contracts-to-Cash certification tracks
- Hands-on labs and a capstone project for portfolio building
- Coverage of Illuminate AI agents and Prism Analytics alongside core Financials
- Flexible weekday and weekend batch options
- Lifetime access to recorded sessions and course materials
- Dedicated placement assistance and resume support
- Job and career support
- Interview preparation with the most asked Workday Interview questions and answers
