Workday Financial Management Corporate Training
Run receivables, payables, and period close confidently with hands-on Workday financials labs.
This instructor-led program builds practical Workday financial management capability for enterprise finance teams. Learners work through guided labs covering customer billing, supplier payables, banking and settlements, approvals, and reporting, then complete a capstone close scenario. The curriculum adapts to your chart of accounts and business processes, so every cohort practices the workflows it owns.
Instructor-led group trainingVirtual / on-site / off-site10 languagesDelivered inEnglish, Spanish, Mandarin, German, Arabic, Portuguese, Hindi, French, Japanese, Italian100+ countriesWe have delivered inUnited States, United Kingdom, India, Canada, Germany, France, Netherlands, UAE, Saudi Arabia, Singapore, Australia, Japan, Brazil, South Africa and 90+ more countries
How we build a close-ready finance team
The Edstellar WORKDAY FINANCIAL OPERATIONS Capability Model
Assess financial operations capability
Skill checks map your team's Workday finance proficiency, roles, and close readiness.
Set shared accounting standards
One shared playbook for billing, payables, approvals, and period-close routines.
Practice in guided labs
Labs cover receivables, payables, settlements, reporting, and reconciliation.
Measure the lift
Lab reviews and the capstone build benchmark each employee's finance capability.
Scale across teams
One standard rolls out across entities, regions, and finance teams.
Need more than one program?Get a group quote
Trusted as a Leading Corporate Training Provider by
Program Overview: What is Workday Financial Management?
Workday Financial Management is Edstellar's instructor-led program for finance teams running the Workday financials tenant: billing, payables, and reporting. Over 24 hours, teams master financials foundations, the chart of accounts and ledger, customer accounts with billing and collections, supplier accounts and procure-to-pay, and financial reporting. The focus stays on practical configuration: the workflows your close depends on.
Training is hands-on from the first module. In guided labs inside a practice tenant, teams configure the chart of accounts and ledger, run billing and collections, and process supplier accounts through procure-to-pay. Instructors coach each cohort through the business process framework and financial reporting against realistic close scenarios, reviewing every configuration with direct feedback. The program closes with a capstone where each team builds an end-to-end financial operations flow and walks reviewers through it.
Finance teams often close the books in a Workday tenant nobody fully configured: ledgers that need manual fixes, billing and collections handled offline, and reports assembled by hand. This program teaches them to configure the financials properly, run billing and payables inside Workday, and produce reports the business trusts. The close gets faster, cleaner, and auditable.
For the capstone, each team builds a working slice of a finance operation inside the practice tenant: chart of accounts and ledger configured, billing and collections running, procure-to-pay flowing, and a financial report tying it together, then defends the design to reviewers. Your finance staff return with a configured operation they can demonstrate and the confidence to make the same setup decisions on your live tenant.
Across 24 hours, cohorts move from platform foundations to applied financial operations. The program adapts to your chart of accounts, approval chains, and reporting requirements, and delivery runs onsite, live virtual, or hybrid to suit your schedule.
What's Included in this Workshop for Your Enterprise Teams
- 1
Tenant orientation
Navigate the Workday financials tenant with confidence.
- 2
Core finance labs
Practice billing, payables, and settlement workflows.
- 3
Approvals and reporting
Configure approval chains and build finance reports.
- 4
Period close practice
Run reconciliation steps in a guided close scenario.
- 5
Capstone build
Execute the full financial operations scenario.
- Instructor-led live sessions
- Practice tenant access for labs
- Lab guides and workbooks
- Flexible batch scheduling
- Group sizes for hands-on practice
- Post-program support resources
Build your team's skills. Anywhere in the world.
Real-world use cases
from day one
Instructor-led training
for your teams
Delivered globally
in 100+ countries
Enterprise Training Solutions Customized for Your Company
One partner for instructor-led corporate training, delivered the way your teams work.
Request a Training Quote- Customized Training Delivery
- Scale Your Training: Small to Large Teams
- In-person Onsite, Live Virtual or Hybrid Training Modes
- Plan from 2000+ Industry-ready Training Programs
- Hands-On Labs on Live Infrastructure, Led by Industry Experts
Workday Financial Management Course Topics and Program Outline
A 24-hour instructor-led curriculum spanning tenant foundations, accounting structure, guided receivables and payables labs, approvals, reporting, and a capstone close build.
Built by Edstellar with Workday financials expertise
Built by practitioners who run Workday financial operations in production, shaped around your stack and use cases.
Skill checks map your finance team's current Workday proficiency, roles, and reporting needs before the program starts.
Instructor-led sessions cover tenant navigation, chart of accounts design, and ledger structures with live demos.
Guided labs run billing, payables, and settlement workflows in a practice tenant, with instructor troubleshooting throughout.
Teams configure approvals and reports, then complete a capstone financial operations build tied to your processes.
From tenant foundations to a capstone period close, every workflow is practiced in guided labs.
Delivered as
Delivered as a hybrid program of live instruction and guided labs, scheduled around your team's calendar in flexible batches.
Guided tour of the tenant: locate finance work areas and run everyday tasks.
learna)Navigating the Workday tenant and global search
b)Financial management work areas and task catalogs
c)Tenant configuration basics and sandbox habits
d)User roles and common finance user scenarios
Set up a company, accounts, and ledger rules in the practice tenant.
learna)Companies, company hierarchies, and ledgers
b)Chart of accounts design and account sets
c)Ledger structure and accounting journals
d)Account posting rules and validations
Practice lab: create customers, issue invoices, and work a collections queue.
practicea)Customer profiles and payment terms
b)Invoicing, billing schedules, and adjustments
c)Payment processing and settlement runs
d)Collections work queues and dispute handling
Practice lab: stand up a supplier, run a requisition to payment flow.
practicea)Supplier profiles and approval chains
b)Requisitions and purchase order flows
c)Supplier invoice entry and matching
d)Payments, holds, and settlement steps
Practice lab: route an approval chain and build a finance dashboard.
applya)Business process definitions and approval steps
b)Security roles for finance processes
c)Standard reports and custom report builder basics
d)Dashboards and scheduled report distribution
Capstone build: execute the full scenario and present your close results.
applya)Scenario kickoff and tenant preparation
b)Full receivables and payables run
c)Period close and reconciliation checks
d)Control review and instructor feedback
Customize this program tailored to your team?
Tell us your training needs: what your team already works with, the level they’re at, and the topics you want them to focus on. We’ll adjust the modules, duration and hands-on labs, and send you a customized outline for your group.
Key Skills and Outcomes Your Team Will Gain
Hands-on Workday financials labs build real platform fluency for your finance team.
Navigate the Workday financials tenant
Move confidently through work areas, search, and task catalogs in a live tenant.
Design chart of accounts and ledgers
Structure companies, accounts, and ledgers that support accurate accounting.
Run billing and receivables workflows
Handle customer setup, invoicing, payments, and collections end to end.
Run procure-to-pay workflows
Manage suppliers, requisitions, purchase orders, and invoice matching.
Configure approval chains and security
Route business processes and assign finance security roles correctly.
Build financial reports and dashboards
Create standard and custom reports with scheduled distribution.
Execute period close and controls
Run close steps, reconciliations, and control checks with confidence.
Teams that Benefit from this Workday Financial Management Group Training
This program suits finance operations, shared services, reporting, and treasury teams working in Workday. Content adapts to role and experience, so each cohort practices the workflows it owns.
Run receivables and payables with control
Finance operations teams learn to run the daily Workday billing, collections, and payables cycles accurately.
Workflow friction
- Inconsistent billing cycles
- Slow collections follow-up
- Manual journal corrections
How the program helps
- Faster invoice processing
- Cleaner reconciliation runs
- Fewer manual adjustments
Practice use cases
- Billing runs
- Collections queues
- Payables cycles
Build trusted reports from the ledger
Reporting teams practice building and scheduling the reports leadership uses to run the business.
Workflow friction
- Ad-hoc spreadsheet fixes
- Late close packs
- Inconsistent account mapping
How the program helps
- Reliable close reporting
- Self-serve dashboards
- Accurate ledger data
Practice use cases
- Close packs
- Custom reports
- Dashboards
Standardize finance work across entities
Shared services teams standardize billing, payables, and approval workflows across companies and regions.
Workflow friction
- Entity-by-entity variation
- Training new joiners
- Audit trail gaps
How the program helps
- Consistent processes
- Faster onboarding
- Clear approval trails
Practice use cases
- Process standardization
- Approval chains
- Audit trails
Manage settlements and cash positions
Treasury staff practice banking, settlement runs, and cash visibility workflows inside Workday.
Workflow friction
- Fragmented bank data
- Manual settlement steps
- Payment exceptions
How the program helps
- Better cash visibility
- Reliable settlement runs
- Fewer payment errors
Practice use cases
- Settlement runs
- Banking setup
- Cash reporting
Cohorts train as a cross-functional finance workforce, with each small group aligned on shared close and reporting standards.
Prerequisites: Finance staff benefit most, especially those handling billing, payables, or reporting. Workday familiarity helps but is not required, and no prior financial systems experience is expected. Sessions adapt to each cohort's tools, processes, and experience level.
Finance Associate to Financial Controller
Learners progress from tenant basics to running closes and controls independently.
A program that grows with finance careers, from first tenant login to confident close execution.
Mixed cohort, or several teams at once?
We can tailor the training to different teams, roles, and experience levels within the same program.
Certificate of Training Completion.
On successful completion, employees receive an Edstellar course completion certificate, recognizing their commitment to ongoing learning and professional development. It validates the skills they have built and motivates them to keep growing and contribute to organizational success.
Earned, not attended. Awarded on completion of all hands-on labs and the capstone project.
Training Delivery Modes: Virtual, Onsite and Hybrid
Choose how your team trains: live virtual, onsite, or a hybrid blend. Every mode includes instructor-led sessions and guided labs.
Hybrid Training
Live instruction blended with self-paced guided labs between sessions, so your team learns together and practices on its own schedule.
- Live sessions blended with lab practice
- Exercises aligned to your finance processes
- Flexible scheduling across time zones
- Instructor feedback on every lab
Onsite Training
An instructor works with your team at your office, aligning every exercise with your tenant configuration and business processes.
- Instructor at your office
- Tenant and process alignment workshops
- Cohort practice in one room
- Immediate troubleshooting support
Live Virtual Training
Live online instructor-led sessions with shared lab environments, giving distributed teams the same hands-on practice as onsite cohorts.
- Live online instructor-led sessions
- Shared practice tenant environments
- Breakout groups for lab work
- Digital lab guides and recordings
Need a training format that works for your team?
Full days, half days across weeks, or split by module. Tell us the delivery window and we schedule the cohort around it.
Frequently Asked Questions
Yes. Share team size, locations, and timelines, and we prepare a tailored proposal with batch options.
Yes. Foundations modules bring new users up to speed before guided practice labs begin.
Yes. Instructor-led live virtual sessions include shared lab environments for hands-on practice.
Yes. Onsite delivery aligns every exercise with your tenant configuration and processes.
The program runs 24 hours, scheduled in flexible batches around your team's calendar.
Question not answered here?
Put it in the request. A training specialist answers it directly, within one business day.
Where this Training Fits in Your Team's learning path.
Workday Financials depends on understanding accounting and the close. Your team learns accounting basics and the month-end close first, then runs finance in Workday in this course, and finally integrates Workday with other systems.
Why Choose Edstellar as Your Workday Financial Management Corporate Training Provider
Edstellar brings 5+ years of enterprise training experience to Workday financial programs. Your team learns from practitioners, practices in guided tenant labs, and leaves with measurable capability across billing, payables, and close.
EXPERT TRAINERS
YEARS DELIVERING
ORGANIZATIONS TRAINED
CERTIFIED
Tailored
Every cohort trains on finance workflows mapped to your chart of accounts, approval chains, and reporting standards.
Proven Methodology
Instructor-led modules move from concepts to guided labs, then to a capstone close, so skills stick on the job.
Practice-Based Learning
Hands-on tenant labs cover billing, payables, settlements, and reporting, never slide-only walkthroughs.
Expert Trainers
Workday financials practitioners lead sessions, matched to your team's stack and confirmed before booking.
Global Scale
One curriculum standard runs across regions and time zones, keeping every finance team aligned.
Measurable Outcomes
Lab reviews and the capstone build benchmark capability before, during, and after the program.
Also from Edstellar
Talent assessments
Psychometric, behavioral, leadership and 360-degree assessment.
→Training needs analysis
Needs analysis, gap identification, and a training roadmap.
→L&D consulting
Learning strategy, content, technology and ROI measurement.
→OD consulting
Org design, succession planning and cultural change.
→Managed training services
Training outsourcing, vendor management, logistics and administration.
→Coaching solutions
Executive and manager coaching that keeps skills in use.
Start an RFP shaped to your needs.
Answer three quick questions about team size, scope, and how often you need the program run, then send the request from the last step. Everything you choose travels with it, so you only fill this in once.
How many team members need training?
Workday Financial Management Training Packages & Pricing
Where L&D holds an annual budget, license packages price the whole year at once instead of raising a purchase order per workshop. Hours and licenses are pooled across teams, programs and locations, so unused capacity is not stranded in one department.
Starter
120
trainee licenses64 hours of group training
Tailored for SMBs
Growth
320
trainee licenses160 hours of group training
Ideal for growing SMBs
Enterprise
800
trainee licenses400 hours of group training
Designed for large corporations
Custom
Unlimited
trainee licensesDuration set by the rollout
Multi-region and multi-year
Training Packages & Pricing
Choose the training format that works for your team. Pricing is customized based on your requirements, cohort size, and delivery needs.
Request Workday Financial Management Training for Your Team
Share your team size, finance processes, tenant setup, and timelines to receive a tailored training plan and quote. Book a discovery call to discuss your goals; we confirm availability and respond with a proposal.