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Workday® Step-by-Step with Abhay Kumar Jaiswal
Short slide walkthroughs of everyday Workday Financials tasks, with the screens, the common errors and how to fix them. Pick a topic or search for a task.
Showing all 57 walkthroughs
#01 · 14 slidesRevenue & Spend Categories
Every Workday Finance transaction posts somewhere. Revenue and spend categories decide where.
#03 · 14 slidesSupplier Classifications Overview
Supplier classifications drive diversity tracking, tax compliance and cleaner reporting.
#05 · 10 slidesCreate 1099 Adjustments
When a 1099 amount is wrong and the original transaction can't be changed, you adjust it.
#06 · 23 slidesInactivate Supplier EIB
Inactivating suppliers one at a time doesn't scale. An EIB does it in one load.
#07 · 14 slidesCreate Expense Item
Expense items are how workers classify spend, and how it reaches the General Ledger.
#08 · 14 slidesConfigure Expense Item Security
Show employees only the expense items that apply to them.
#09 · 15 slidesUpdate Credit Card Information
Accurate corporate card data means fewer transaction errors.
#11 · 13 slidesCreate Billing Schedule for T&M Contract
Capture every billable hour and expense, and invoice it on schedule.
#12 · 14 slidesCreate Billing Schedule for a Prepaid Contract
Prepaid contracts need billing events captured correctly to keep cash flow steady.
#13 · 16 slidesCreate Billing Schedule for a Date-Based Milestone
Set it up once and Workday invoices on the right dates without manual work.
#14 · 15 slidesCreate Billing Schedule for a Project Task Milestone
Bill the customer when the project task is done, not when someone remembers.
#15 · 12 slidesCreate Invoice for Fixed Fee or Prepaid Milestone Billing Schedules
Turning the billing schedule into an invoice, exactly as the contract says.
#16 · 9 slidesCreate Customer Invoice – Time & Materials
From billable transactions to a T&M customer invoice.
#17 · 16 slidesCreating Customer Invoice
Customer invoices, created manually or straight from the contract.
#20 · 13 slidesCreate Revenue Recognition Schedule – Spread Even
Deferred revenue, recognised evenly over time.
#21 · 13 slidesGenerate Revenue Recognition Schedule Accounting
The schedule exists. Now generate the accounting.
#23 · 10 slidesSchedule Auto-Apply Customer Payments
Let Workday apply payments on a schedule, so nobody has to do it by hand.
#24 · 12 slidesRecord Customer Overpayment
Small balances left after a payment? Handle them with the overpayment feature.
#25 · 13 slidesFind Customer Payments, Deposits, and Refunds
Where to look when someone asks "did that payment come in?"
#26 · 16 slidesRefund / Return Customer Payment and Cancel Refund
Overpayments, duplicates and cancellations, resolved without breaking AR.
#27 · 11 slidesWrite Off Customer Invoices
Moving unpaid balances to the right ledger, with a reason attached.
#28 · 16 slidesExempt Customers and Customer Invoices from Dunning
Not every customer should get a dunning letter.
#30 · 11 slidesConvert Basic Project to Capital Project
When a basic project turns out to be capital.
#32 · 28 slidesMulti-Currency Setup
Before revaluation or translation, the currency foundation has to be right.
#34 · 11 slidesTranslation
The first step in global consolidation: translating a subsidiary's trial balance.
#37 · 15 slidesCreate Requesting Entity
Put the right items in front of requesters before they raise a requisition.
#38 · 14 slidesEdit Purchase Order Without Change Order
A small fix on a purchase order shouldn't need a full change order.
#39 · 14 slidesTax Rates & Tax Codes
Tax authorities, rates and codes, set up so transactions calculate tax correctly.
#40 · 13 slidesCreate Project
Billable, nonbillable, capital or opportunity: every project starts here.
#41 · 13 slidesCreate Project Plan
Phases, tasks and milestones that capture a project from start to finish.
#44 · 13 slidesReview Approved Time Tracked to Projects & Approve Time
Project managers: check the time before it turns into cost and billing.
#45 · 10 slidesTime Scheduled but Not Approved
A custom report that shows the time still waiting on someone.
#46 · 20 slidesReview Time in Manage Project Billing Transactions Task
Review billable time before it reaches the customer invoice.
#48 · 10 slidesConvert Project to Capital Project
Turning an existing project into a capital project, approvals included.
#49 · 13 slidesCreate Plan Template
Plan templates set the structure, currency and periods for your budgets.
#52 · 10 slidesCreate Payment Types
Payment types define how money leaves the company, mapped to Workday payment methods.
#53 · 13 slidesAd Hoc Payment Automation – Security Setup
Automating ad hoc payments starts with the right security.
#54 · 15 slidesEscheatment Payment
Uncashed, unclaimed payments still need handling. That's escheatment.
#56 · 11 slidesReconciliation Configuration Overview
Set up bank reconciliation so statement lines match themselves.
#57 · 38 slidesReconciliation Rules & First Notice Rules
Parsing, matching and first notice rules: the engine behind automated bank reconciliation.
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A new walkthrough every Wednesday
The series also runs on LinkedIn as “Workday: Step by Step”. Follow along there, or send me a note about a task you'd like covered.