Enterprise finance · Configuration + control + insight

Workday Finance from accounting design to controlled close

Configure finance foundations, trace transactions into accounting, protect business data and support an auditable close with reliable reports and controls.

A beginner-friendly, scenario-led program for finance professionals, ERP consultants, analysts and testers moving into Workday Financial Management.

Explore curriculum →
Financial accountingFDMCustomersSuppliersExpensesClose
Direct answer

Build capability from business question to operating evidence.

Configure finance foundations, trace transactions into accounting, protect business data and support an auditable close with reliable reports and controls. The program connects platform knowledge to requirements, configuration or design, validation, governance and workplace communication.

01

Discover

Clarify outcomes, users, process, data and risk.

02

Design

Select structures, controls and platform patterns.

03

Validate

Test behaviour, access, data and business evidence.

04

Operate

Support adoption, monitoring and improvement.

Graduate capabilities

Leave with skills you can show and defend.

01

Model finance

Configure organisations, the Foundation Data Model, worktags and accounting structures that support reporting and control.

02

Trace transactions

Explain how operational events become accounting and validate journals, ledgers, settlements and reconciliations.

03

Control processes

Design approvals, validations, segregation of duties and exception routes across finance operations.

04

Support close

Build reports, reconciliations, testing evidence and operational checklists for period-end readiness.

Curriculum

Twelve connected modules. One workplace story.

Every module produces reviewable evidence that feeds the final capstone and portfolio case.

01Finance, ERP and Workday foundationsCloud finance · business objects · lifecycle

Explain the finance operating model, Workday Financial Management scope, tenants, roles and implementation lifecycle.

Lab evidence · Finance capability map and role matrix
02Organisations and Foundation Data ModelCompanies · worktags · hierarchies · ledgers

Design companies, cost centres, regions, custom worktags and hierarchies that make transactions reportable and controlled.

Lab evidence · FDM blueprint and governance rules
03Accounting configurationBooks · ledgers · accounts · posting rules

Connect operational transactions to accounting using ledgers, account sets, journals and posting logic.

Lab evidence · Accounting design and sample journal trace
04Business assets and depreciationAsset books · profiles · lifecycle · disposal

Configure asset foundations and reason through acquisition, capitalisation, depreciation, transfer and disposal.

Lab evidence · Asset lifecycle scenario pack
05Customer accountsCustomers · contracts · billing · cash

Follow quote-to-cash concepts through customer setup, invoices, adjustments, receipts, settlements and ageing.

Lab evidence · Customer invoice-to-cash evidence
06Supplier accountsSuppliers · invoices · matching · settlement

Model supplier setup, invoice processing, approvals, matching, payment and exception handling.

Lab evidence · Supplier invoice-to-pay evidence
07Expenses and corporate cardsPolicies · spend items · approvals · audit

Configure expense foundations, validate policy controls and test worker, approver and finance experiences.

Lab evidence · Expense policy and process test pack
08Banking and cash managementAccounts · statements · reconciliation · cash

Understand bank-account security, statement processing, settlement and cash-position reporting.

Lab evidence · Bank reconciliation scenario
09Revenue and accounting operationsSchedules · allocations · intercompany · tax awareness

Explain revenue, allocations, intercompany and tax touchpoints while recognising specialist configuration boundaries.

Lab evidence · Complex accounting decision log
10Finance security and controlsDomains · BP security · SoD · audit

Apply role-based access, business-process authority, segregation-of-duties thinking and evidence-based access testing.

Lab evidence · Finance security matrix
11Reporting, testing and closeTrial balance · reconciliation · regression · close

Build operational reports, reconcile balances, execute end-to-end tests and prepare period-close evidence.

Lab evidence · Close dashboard and validation pack
12Capstone and consulting readinessDesign review · cutover · support · portfolio

Present a controlled finance implementation with traceable requirements, accounting outcomes and release recommendations.

Lab evidence · Executive design review and portfolio case
Applied capstone

Build and defend GlobalTech Finance Foundation.

Flagship project

GlobalTech Finance Foundation

Configure the finance foundation for an India and US services group, trace customer and supplier activity into accounting, validate security and prepare an evidence-led period close.

  • Requirements and business outcome
  • Platform design and decision log
  • Security and governance evidence
  • Test, reconciliation and quality results
  • Release, adoption and support plan
01 · DISCOVER

Frame

Users, process, outcome, data and constraints.

02 · DESIGN

Build

Structures, logic, controls and experience.

03 · VALIDATE

Prove

Scenarios, access, quality and reconciliation.

04 · REVIEW

Defend

Trade-offs, readiness and improvement plan.

Assessment

Completion is based on observable evidence.

Design quality

The solution fits the business scenario, platform boundaries and operating model.

Control and trust

Access, approvals, privacy and exception handling are explicit and tested.

Evidence quality

Outputs reconcile to expectations and defects or uncertainty are explained.

Consulting communication

Decisions, trade-offs and recommendations are clear to business and technical reviewers.

The Digital Edify completion certificate is an institute credential. It is not a Workday-issued certification, university degree or government qualification.

Career pathways

Prepare for a connected role family.

Workday Finance AnalystJunior Financials ConsultantERP Finance Business AnalystWorkday Financials TesterFinance Systems AnalystWorkday Support Analyst

Titles and requirements vary by employer. Completion does not guarantee certification eligibility, employment, interviews, placement, title or salary.

Curriculum currency

Reviewed against official Workday product direction.

The curriculum was reviewed on 1 September 2026. Product availability, names and functionality depend on customer licensing, geography, tenant configuration and release status. Announced future capabilities are not treated as guaranteed generally available functionality.

Financial Management ↗ Accounting and Finance ↗ Analytics and Reporting ↗
FAQ

Straight answers before you enrol.

Do I need prior Workday experience?

No. The program begins with foundations and progresses into applied platform work. Relevant domain experience is useful but not mandatory.

Will I receive tenant access?

Hands-on work requires an authorised training environment. The exact environment, enabled functionality, roles and availability are confirmed during enrolment.

Does this guarantee an official Workday certification?

No. Official certification access and eligibility are controlled by Workday and participating ecosystem organisations. Digital Edify does not promise a certification attempt.

Will I build a portfolio?

Yes. Each module contributes evidence to a complete capstone case covering requirements, design, controls, validation and operating readiness.

Does career support guarantee a job?

No. Career support may include portfolio, resume and interview preparation, but employment or placement outcomes cannot be guaranteed.

Build credible Workday capability

Connect platform skills to business outcomes.

Speak with an advisor about your background, hands-on environment and current classroom or live-online options.