Glossary of Terms
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Session 1 - Expense Item Configuration and Employee Submission Flow
Session 2 - Multi Currency Claims and Exchange Rate Handling
Session 3 - Validation Rules and Policy Alerts Setup
Session 4 - Settlement Execution and Direct Deposit Payments
Session 5 - Approval Workflow Design and Delegation Controls
Session 6 - Security Groups and Project Based Cost Allocation
Additional Videos
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Session Video - Creating Travel Expense Report (79:12)
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Session Video - Creating Travel Expense Report (57:30)
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Session Video - Expense Report - Settlement of Expense Report (74:17)
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Session Video - Expense Report - Custom Validation (44:57)
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Session Video - Workday Finance - Expense (70:44)
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Session Video - Workday Finance - Expense (49:21)
Assessments
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Assessment - 1. Expense Items
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Assessment - 2. Accounting Setup
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Assessment - 3. Configure Expense Reports
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Assessment - 4. Settlement
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Assessment - 5. Advanced Item Setup
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Assessment - 6. Additional Expense Report Configuration
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Assessment - 7. Spend Control
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Assessment - 8. Credit Card Setup
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Assessment - 9. Travel Booking
Assignments
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Assignment - 1. Expense Items
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Assignment - 2. Accounting Setup
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Assignment - 3. Configure Expense Reports
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Assignment - 4. Settlement
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Assignment - 5. Advanced Item Setup
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Assignment - 6. Additional Expense Report Configuration
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Assignment - 7. Spend Control
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Assignment - 8. Credit Card Setup
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Assignment - 9. Travel Booking
Lab Activity
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Lab Activity - 1. Set Up Payment Elections
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Lab Activity - 2. Correct an Approved Expense Report
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Lab Activity - 3. Process Cash Advance Requests
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Lab Activity - 4. Create Cash Advance Repayments
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Lab Activity - 5. Create Spend Authorizations
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Lab Activity - 6. Create Spend Authorizations for Nonworkers
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Lab Activity - 7. Freeze Company Spend
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Lab Activity - 8. Close Spend Authorizations
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Lab Activity - 9. Mass Close Spend Authorizations
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Lab Activity - 10. Configure Alerts for Central Travel Card Transactions
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Lab Activity - 11. Configure AMEX Remittance Files for Credit Card Transactions
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Lab Activity - 12. Create Corporate Expense Credit Card Billing Accounts
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Lab Activity - 13. Create Worker Expense Credit Cards
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Lab Activity - 14. Notify Workers About Expense Credit Card Transactions
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Lab Activity - 15. Map Merchant Category Codes to Expense Items
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Lab Activity - 16. Fix Credit Card Transaction Errors
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Lab Activity - 17. Map Data from Expense Integration Files
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Lab Activity - 18. Change Workers on Expense Credit Cards
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Lab Activity - 19. Set Up Travel Booking Records
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Lab Activity - 20. Set Up Classes of Service
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Lab Activity - 21. Map Travel Types to Expense Items
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Lab Activity - 22. Process Travel Booking Records
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Lab Activity - 23. Review Travel Booking Records
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Lab Activity - 24. Fix Travel Booking Record Errors
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Lab Activity - 25. Track Expense for a Cost Center or Region
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Lab Activity - 26. Track Expense for a Supervisory Organization or Team
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Lab Activity - 27. Track Expense for a Company
Additional Assessments
Additional Assignments
Additional Lab Activities - Workday Financials
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Lab Activity - Assign Security to Role
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Lab Activity - Create Recurring Supplier Invoice Template
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Lab Activity - Create Supplier Invoice Adjustment
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Lab Activity - Create Supplier Invoice
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Lab Activity - Schedule Supplier Invoice Auto-Create
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Lab Activity - Create Customer
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Lab Activity - Create Sales Item
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Lab Activity - Edit Posting Rule
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Lab Activity - Maintain Custom Validations
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Lab Activity - Maintain Customer Category
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Lab Activity - Maintain Customer Groups
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Lab Activity - Maintain Revenue Categories
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Lab Activity - Maintain Worktag Usage
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Lab Activity - Assign Security Role to Company
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Lab Activity - Create Ad Hoc Payment
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Lab Activity - Create Bank Account
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Lab Activity - Create Bank Routing Rule
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Lab Activity - Print Check Task
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Lab Activity - Create Settlement Run
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Lab Activity - View Financial Institution
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Lab Activity - View Settlement - Settlement Work Area
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Lab Activity - Accounting Journals
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Lab Activity - Financial Accounting Setup
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Lab Activity - Organizations and Worktags - Part A
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Lab Activity - Organization and Worktags - Part B
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Lab Activity - Suppliers
Additional Lab Activities - Workday Expenses
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Lab activity - Setup Considerations Payment Election
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Lab activity - Steps Set Up Payment Elections
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Lab activity - Correct an Approved Expense Report
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Lab activity - Add Company Contact Information
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Lab activity - Add Company Tax ID Number
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Lab activity - Create a Company
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Lab activity - Create a Reorganization
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Lab activity - Custom Organization View, Create, and Assign
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Lab activity - Expense Report Workflow
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Lab activity - Run Reorganization Report
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Lab activity - View Financial Institution And Create Bank Account
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Lab activity - Process Cash Advanced Request
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Lab activity - Create Cash Advance Repayments
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Lab activity - Create Spend Authorizations
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Lab activity - Create Spend Authorizations for Nonworkers
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Lab activity - Freeze Company Spend
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Lab activity - Close Spend Authorizations
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Lab activity - Mass Close Spend Authorizations
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Lab activity - Configure Alerts for Central
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Lab activity - Configure AMEX Remittance Files
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Lab activity - Create Corporate Expense Credit Card
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Lab activity - Create Worker Expense Credit Cards
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Lab activity - Notify Workers About Expense
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Lab Activity - Unassigned Task
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Lab activity - Map Merchant Category Codes
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Lab Activity - Fix Credit Card Transaction Errors
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Lab Activity - Map Data from Expense Integration
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Lab Activity - Change Workers on Expense Credit
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Lab activity - View Security for Scrabble Item
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Lab Activity - Set Up Travel Booking Records
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Lab Activity - Set Up Classes of Service
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Lab Activity - Map Travel Types to Expense Items
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Lab Activity - Process Travel Booking
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Lab Activity - Review Travel Booking Records
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Lab Activity - Fix Travel Booking Record Errors
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Lab Activity - Track Expense for a Cost Center Region
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Lab Activity - Track Expense for a Supervisory
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Lab Activity - Track Expense for a Company
Capstone Projects / Case Studies
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Capstone Project - 1. Corporate card integration & reconciliation automation
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Capstone Project - 2. Mobile-first expense experience & OCR adoption
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Capstone Project - 3. Pre-approval (spend authorization) to reimbursement cycle
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Capstone Project - 4. Spend control (audit rules & policy enforcement)
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Capstone Project - 5. Global T&E rollout
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Interview FAQ's (16 Questions)
Interview Questions
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Final Quiz
