Assessment - Creating Travel Expense Report | ZaranTech

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Workday Finance - Expense Training

Glossary of Terms

Glossary of Workday Finance - Expense Terms

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Session 1 - Expense Item Configuration and Employee Submission Flow

Session Video - Expense Item Configuration and Employee Submission Flow (51:36)
Assignment
Quiz

Session 2 - Multi Currency Claims and Exchange Rate Handling

Session Video - Multi Currency Claims and Exchange Rate Handling (37:50)
Assignment
Quiz

Session 3 - Validation Rules and Policy Alerts Setup

Session Video - Validation Rules and Policy Alerts Setup (69:48)
Assignment
Quiz

Session 4 - Settlement Execution and Direct Deposit Payments

Session Video - Settlement Execution and Direct Deposit Payments (36:22)
Assignment
Quiz

Session 5 - Approval Workflow Design and Delegation Controls

Session Video - Approval Workflow Design and Delegation Controls (48:33)
Assignment
Quiz

Session 6 - Security Groups and Project Based Cost Allocation

Session Video - Security Groups and Project Based Cost Allocation (47:21)
Assignment
Quiz

Additional Videos

Session Video - Creating Travel Expense Report (79:12)
Session Video - Creating Travel Expense Report (57:30)
Session Video - Expense Report - Settlement of Expense Report (74:17)
Session Video - Expense Report - Custom Validation (44:57)
Session Video - Workday Finance - Expense (70:44)
Session Video - Workday Finance - Expense (49:21)

Assessments

Assessment - 1. Expense Items
Assessment - 2. Accounting Setup
Assessment - 3. Configure Expense Reports
Assessment - 4. Settlement
Assessment - 5. Advanced Item Setup
Assessment - 6. Additional Expense Report Configuration
Assessment - 7. Spend Control
Assessment - 8. Credit Card Setup
Assessment - 9. Travel Booking

Assignments

Assignment - 1. Expense Items
Assignment - 2. Accounting Setup
Assignment - 3. Configure Expense Reports
Assignment - 4. Settlement
Assignment - 5. Advanced Item Setup
Assignment - 6. Additional Expense Report Configuration
Assignment - 7. Spend Control
Assignment - 8. Credit Card Setup
Assignment - 9. Travel Booking

Lab Activity

Lab Activity - 1. Set Up Payment Elections
Lab Activity - 2. Correct an Approved Expense Report
Lab Activity - 3. Process Cash Advance Requests
Lab Activity - 4. Create Cash Advance Repayments
Lab Activity - 5. Create Spend Authorizations
Lab Activity - 6. Create Spend Authorizations for Nonworkers
Lab Activity - 7. Freeze Company Spend
Lab Activity - 8. Close Spend Authorizations
Lab Activity - 9. Mass Close Spend Authorizations
Lab Activity - 10. Configure Alerts for Central Travel Card Transactions
Lab Activity - 11. Configure AMEX Remittance Files for Credit Card Transactions
Lab Activity - 12. Create Corporate Expense Credit Card Billing Accounts
Lab Activity - 13. Create Worker Expense Credit Cards
Lab Activity - 14. Notify Workers About Expense Credit Card Transactions
Lab Activity - 15. Map Merchant Category Codes to Expense Items
Lab Activity - 16. Fix Credit Card Transaction Errors
Lab Activity - 17. Map Data from Expense Integration Files
Lab Activity - 18. Change Workers on Expense Credit Cards
Lab Activity - 19. Set Up Travel Booking Records
Lab Activity - 20. Set Up Classes of Service
Lab Activity - 21. Map Travel Types to Expense Items
Lab Activity - 22. Process Travel Booking Records
Lab Activity - 23. Review Travel Booking Records
Lab Activity - 24. Fix Travel Booking Record Errors
Lab Activity - 25. Track Expense for a Cost Center or Region
Lab Activity - 26. Track Expense for a Supervisory Organization or Team
Lab Activity - 27. Track Expense for a Company

Additional Assessments

Assessment - Creating Travel Expense Report
Assessment - Creating Travel Expense Report
Assessment - Expense Report - Settlement of Expense Report
Assessment - Expense Report - Custom Validation

Additional Assignments

Assignment - Creating Travel Expense Report
Assignment - Creating Travel Expense Report
Assignment - Expense Report - Settlement of Expense Report
Assignment - Expense Report - Custom Validation

Additional Lab Activities - Workday Financials

Lab Activity - Assign Security to Role
Lab Activity - Create Recurring Supplier Invoice Template
Lab Activity - Create Supplier Invoice Adjustment
Lab Activity - Create Supplier Invoice
Lab Activity - Schedule Supplier Invoice Auto-Create
Lab Activity - Create Customer
Lab Activity - Create Sales Item
Lab Activity - Edit Posting Rule
Lab Activity - Maintain Custom Validations
Lab Activity - Maintain Customer Category
Lab Activity - Maintain Customer Groups
Lab Activity - Maintain Revenue Categories
Lab Activity - Maintain Worktag Usage
Lab Activity - Assign Security Role to Company
Lab Activity - Create Ad Hoc Payment
Lab Activity - Create Bank Account
Lab Activity - Create Bank Routing Rule
Lab Activity - Print Check Task
Lab Activity - Create Settlement Run
Lab Activity - View Financial Institution
Lab Activity - View Settlement - Settlement Work Area
Lab Activity - Accounting Journals
Lab Activity - Financial Accounting Setup
Lab Activity - Organizations and Worktags - Part A
Lab Activity - Organization and Worktags - Part B
Lab Activity - Suppliers

Additional Lab Activities - Workday Expenses

Lab activity - Setup Considerations Payment Election
Lab activity - Steps Set Up Payment Elections
Lab activity - Correct an Approved Expense Report
Lab activity - Add Company Contact Information
Lab activity - Add Company Tax ID Number
Lab activity - Create a Company
Lab activity - Create a Reorganization
Lab activity - Custom Organization View, Create, and Assign
Lab activity - Expense Report Workflow
Lab activity - Run Reorganization Report
Lab activity - View Financial Institution And Create Bank Account
Lab activity - Process Cash Advanced Request
Lab activity - Create Cash Advance Repayments
Lab activity - Create Spend Authorizations
Lab activity - Create Spend Authorizations for Nonworkers
Lab activity - Freeze Company Spend
Lab activity - Close Spend Authorizations
Lab activity - Mass Close Spend Authorizations
Lab activity - Configure Alerts for Central
Lab activity - Configure AMEX Remittance Files
Lab activity - Create Corporate Expense Credit Card
Lab activity - Create Worker Expense Credit Cards
Lab activity - Notify Workers About Expense
Lab Activity - Unassigned Task
Lab activity - Map Merchant Category Codes
Lab Activity - Fix Credit Card Transaction Errors
Lab Activity - Map Data from Expense Integration
Lab Activity - Change Workers on Expense Credit
Lab activity - View Security for Scrabble Item
Lab Activity - Set Up Travel Booking Records
Lab Activity - Set Up Classes of Service
Lab Activity - Map Travel Types to Expense Items
Lab Activity - Process Travel Booking
Lab Activity - Review Travel Booking Records
Lab Activity - Fix Travel Booking Record Errors
Lab Activity - Track Expense for a Cost Center Region
Lab Activity - Track Expense for a Supervisory
Lab Activity - Track Expense for a Company

Capstone Projects / Case Studies

Capstone Project - 1. Corporate card integration & reconciliation automation
Capstone Project - 2. Mobile-first expense experience & OCR adoption
Capstone Project - 3. Pre-approval (spend authorization) to reimbursement cycle
Capstone Project - 4. Spend control (audit rules & policy enforcement)
Capstone Project - 5. Global T&E rollout

Certification MCQs (65 Questions)

Workday Financials - Expense

Interview FAQ's (16 Questions)

Interview Questions & Answers - Workday Financials & Expense

Interview Questions

Interview Questions - Set 1
Interview Questions - Set 2
Interview Questions - Set 3
Interview Questions - Set 4
Interview Questions - Set 5

Sample Resumes

Sample Resume - Fresher Workday Finance Expense
Sample Resume - Mid-Level Professional Workday Finance Expense (4+ Years Experience)
Sample Resume - Senior Experienced Workday Finance Expense (10+ Years Experience)

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Assessment - Creating Travel Expense Report

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