Course Introduction
Watch this video to checkout the details and the benefits you get from this training.
Start your Career in Workday Finance Expense
Workday Financials Expense is a module within the Workday Finance platform that provides organizations with a comprehensive solution for managing employee expenses. It enables employees to easily submit expenses and managers to quickly approve or reject them, streamlining the expense reimbursement process. You will learn to,
- Create Travel Expense Report
- Understand Settlement of Expense Report
- Work on Custom Validation
- Use Workday’s reporting and analytics tools to analyze and understand expense data
Meet your Instructor
- Workday Delivery Specialist with a total of 14+ Years of experience, out of 7 years of Workday Finance and HCM experience. 2 years of Training Experience. Successfully completed 5 Global Implementations across Workday HCM and Finance.
- Key Work Areas: Project Implementation Project Management Consulting Functional Solutioning User training
- Key Skills: Testing Data Migration Cut Over Transformation Integrations PERSONAL
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Skills: Excellent online and classroom training skills and Excellent communication and analytical skills.
Course Curriculum
- 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
- 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 Project - Workday Financials - Expense - Implementing Global Financial Management for an International FMCG Company on Workday
- Capstone Project - Workday Financials - Expense - End-to-End Implementation of a Fictitious Company-s Financial System using Workday
- Capstone Project - Workday Financials - Expense - Automated Expense Management System Implementation for Company ABC
- Capstone Project - Workday Financials - Expense - Global Expense Reporting Transformation at Acme Corporation
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://bit.ly/support-Ticket
What if I have issue accessing the course?
You can Raise a ticket by clicking the link below and select the appropriate ticket - https://bit.ly/support-Ticket
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.
