Start your Career in Workday Contract to Cash
This course introduces you to the full Contract to Cash process in Workday, from setting up customer accounts and contracts to generating invoices, recognizing revenue, and handling payments. You’ll learn how to manage customer profiles, automate billing, set up revenue recognition schedules, and work with different types of contracts. The course is designed for anyone new to Workday C2C processes - no prior experience is needed.
By completing this course, you will be able to learn:
- Set up and manage customer accounts, profiles, and billing information
- Create, amend, and manage customer contracts and contract lines
- Configure billing schedules, milestones, and installment plans
- Generate and adjust customer invoices, including multicurrency billing
- Create and manage revenue recognition schedules and accounting rules
- Record, apply, and manage customer payments and disputes
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Work with advanced contract types such as usage-based billing and tiered pricing.
Course Curriculum
- Lab Activity - 1. Create Sales Item
- Lab Activity - 2. Manage Revenue Categories
- Lab Activity - 3. Configure Customers
- Lab Activity - 4. Configure the Customer Profile
- Lab Activity - 5. Set Up Bill-To Contacts
- Lab Activity - 6. Set Up Shipping Connection Map
- Lab Activity - 7. Adjust Customer Invoices
- Lab Activity - 8. Create Customer Invoices
- Lab Activity - 9. Print and Email Customer Invoices
- Lab Activity - 10. Amend Customer Contracts
- Lab Activity - 11. Create Customer Contracts
- Lab Activity - 12. Create Multiple-Element Revenue Allocation
- Lab Activity - 13. Create Installment or Transaction Billing Schedules for Customer Contracts
- Lab Activity - 14. Create Revenue Recognition Schedules for Customer Contracts
- Lab Activity - 15. Apply Customer Payments
- Lab Activity - 16. Auto-Apply Customer Payments
- Lab Activity - 17. Cancel Customer Payments
- Lab Activity - 18. Place a Customer Invoice in Dispute
- Lab Activity - 19. Record Customer Payments
- Lab Activity - 20. Create Contract Rate Sheets
- Capstone Project - 1. Automated Billing and Invoicing Process Implementation
- Capstone Project - 2. Cash Collection and Customer Credit Risk Analytics
- Capstone Project - 3. End-to-End Contract Creation and Management
- Capstone Project - 4. Integration and Reporting for Enhanced Visibility
- Capstone Project - 5. Revenue Recognition and Compliance with ASC 606IFRS 15
Meet Your Instructor
Experience and Expertise: Over 18 years of extensive experience in ERP and Workday Financials, with strong expertise in modules like Contract to Cash, Projects, Accounting Center, and Composite Reporting. Skilled in process transformation, customer contracts, billing, and revenue recognition across various industries.
Global Training Experience: Delivered practical, implementation-focused training for global clients on Workday Financials, covering core areas of contract lifecycle, project billing, and financial reporting. Supported teams through configurations, data conversion, and functional testing.
Corporate Clientele: Led multiple end-to-end deployments for global enterprises in finance domains, offering strategic guidance and post-go-live support within the Workday ecosystem, especially in billing and contract-based revenue processes.
Certifications: Certified in Workday Financials covering Record to Report, Projects, Project Billing, Composite Reporting, and Accounting Center.
Diverse Technical Skills: Proficient in Workday Customer Accounts, Billing, Revenue Management, Financial Accounting, and Reporting. Experienced in tenant configuration, business process setup, security, and custom report building.
Training Methodology: Emphasizes real-world scenarios and business use cases, blending configuration walkthroughs with functional best practices to ensure skill application in live projects.
Project Leadership: Successfully led global Workday finance rollouts with ownership of process mapping, fit-gap analysis, data strategy, and stakeholder coordination across finance workstreams.
Got Questions?
Frequently Asked Questions
When does the course start and finish?
The course is entirely self-paced. You decide when you start and when you finish.
How long do I have access to the course?
That depends on the type of Subscription you bought - Monthly or Yearly. After enrolling, you have unlimited access to this course and materials within across any and all devices you own.
What do I get after I signup?
After you signup and make the payment, you will have full access to the course which includes,
1. Session Videos (these videos are from actual live sessions from the past)
2. Assignments
3. Assessments
4. Lab documents
5. Other pdfs (configuration documents, ebooks, pdfs, interview and certification faqs)
How do I get access to practice on the Server?
Reach out to your Support team and send an email to [email protected] and they will send you the details and the monthly cost for the Server (if available)
Are the video or materials downloadable?
No, they are not. But you have unlimited access to view them from any device and on this platform depending on your Subscription type. Everything on this platform is the intellectual property of ZaranTech
How soon after I enroll and make payment would get access to the course?
Immediately
What if I have doubts, whom do I ask?
These are pre-recorded videos from the actual Live Training program. Most of the doubts were cleared in the session videos itself. But if you still have any questions, please raise a ticket, and our support team will help you https://zarantech.freshdesk.com/support/tickets/new
What if I have issue accessing the course?
You can Raise a ticket by clicking the link below and select the appropriate ticket - https://zarantech.freshdesk.com/support/tickets/new
How will I get my course completion certificate?
Once you have successfully completed the training and the Final Quiz/Assessment, then you can avail of your Certificate of Completion from ZaranTech which you can then showcase on Linkedin and other Social Media portals
Do you provide Instructor-led Live training for Individuals?
Yes, we do. Email us at [email protected] and we will send you all the details
How we deliver Live training - https://bit.ly/How-we-deliver-training
Do you provide Corporate/group training?
Yes, we do. We have trained more than 100 Workday customers with over 4000 participants in USA, Canada, Europe, Asia, South America. We offer corporate training for all Workday modules.
Course Catalog - https://bit.ly/workday-course-catalog
How we deliver corporate training (video) - https://bit.ly/workday-Corp-training
How do I get certified in Workday?
Workday certification is worth its weight in gold as it gives a holistic understanding of the entire application to a new professional. The criterion to attend the Workday Certification Program is that one must either be a part of Workday or should be associated with one of its partners. The certification program should be completed within a month but if you fail to get the certification in your first attempt then Workday allows you to re-do your training. This Enterprise application undergoes numerous minor updates and 2-3 major updates in a year. Whenever a major update takes place the user has to go through the training again and get the certification. This is done by Workday so that all the users remain on the same page. If you are not an employee of Workday or any of its partner companies, it is impossible to gain a Workday certification.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 7 days and we will give you a full refund.
What is your Refund Policy and Terms of Use?
To know more about canceling the enrollment, refund, and rescheduling policy, visit:
Refund and Rescheduling Policy – https://www.zarantech.com/Refund-policy/
Terms of Service – https://www.zarantech.com/terms-of-use/
What other Resources do you provide?
Follow us on Youtube for FREE videos - https://www.youtube.com/@workdaylearner community
Follow us on Linkedin for Free Materials - https://www.linkedin.com/showcase/workday-learner-community/
Follow us on Quora to Ask any Questions - https://workdaylearnercommunity.quora.com/
Checkout our Workday Corporate Course Catalog - https://bit.ly/workday-course-catalog
Name some official partners of Workday.
Implementation Partners List -https://www.workday.com/en-us/partners-services/partners/services-partners.html#?q=
Integration Partners List - https://www.workday.com/en-us/partners-services/partners/software-partners.html#?q=
Past Students Testimonials.
https://bit.ly/zarantech-google-reviews
