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Workday Customer Accounts Training for Finance and Accounting Professionals

Training on Workday Customer Accounts enables you to familiarize yourself with the processes involved in managing customers’ profiles, invoices, payments, accounts receivable, and collections within businesses. Learn more about these processes through Workday Financial Management training.

4.8 (343 reviews)
343 Enrolled
50 Hrs of Content
Live Online Class with Recording, Online One-to-One Class, Weekend Class, Weekday Class
  • 22 modules · 203 topics · 50h of content
  • Industry-recognized certificate on completion
  • Live doubt-clearing sessions with expert mentors
  • Hands-on projects & real-world case studies
Expert Trainer Industry Certificate Real-live Projects Trainer Support Interview Preparation Resume Building Support Career Guidance Lifetime Membership Access

Duration

50Hrs

Modules

22

Topics

203

Enrolled

343

Certificate

Included

Access

Lifetime

About the Workday Customer Accounts Training

Organizations use Workday Customer Accounts to manage customer details, invoices, payments, and collections. This course provides information on how organizations monitor money owed by their customers and perform various account activities. The Workday Customer Accounts Training module also helps you understand the link between such activities and other financial operations.

Learn to manage customer records and update customer details.
Understand how to create, review and adjust invoices.
Explore supplier invoices, payments, and expenses.
Learn customer accounts, invoices, receipts, and collections.
Understand banking, cash, and asset management.
Explore financial reports and transaction tracking.
About the Workday Customer Accounts Training

Workday Customer Accounts Training

Why Should You Learn Workday Customer Accounts?

A company needs to organize its financial accounting by managing customer invoices, payments, and balances. The course "Workday Customer Accounts" allows you to understand how the above tasks are accomplished via enterprise finance software. Workday Customer Accounts Classes give you a chance to learn how customer accounts work in real business situations and how finance teams manage daily tasks.

Customer Account Management Understanding

Study how the customer profiles, contacts, accounts, and business connections are managed. You will understand the significance of having good customer records when it comes to billing and payments.

Invoice and Payment Processing Understanding

Study the process of customer invoicing and recording the payments against them. You will also learn about invoice adjustments, partial payments, and when the received amount differs from the one that is to be received.

Accounts Receivable Understanding

Accounts Receivable is the amount of money that is owed by the customers to a business. With the help of the "Workday Customer Accounts" course, you will learn how to manage customer balances and payments.

Enhance Your Financial Knowledge

Workday Customer Accounts links the customer billing process to payment and collections. Knowledge of the processes would assist finance specialists in learning how customer transactions are handled and documented.

Preparation for Workday Finance Jobs

Information learned through Workday Customer Accounts Classes may help prepare for positions related to accounts receivable, customer account management, finance operations, and Workday support. Your qualifications for such jobs would also depend on your finance knowledge and skills.

Why Choose Corporates Academy for Workday Customer Accounts Training?

The Corporates Academy provides training on Workday along with Learning Support, Recorded Lessons, Practical Projects, and Case Studies in its courses. It is advisable to get confirmation of the course syllabus, practicals, trainer experience, and duration of the course before registering for the Workday Customer Accounts Training Course.

  1. Live Classes: Learn about customer accounts with the assistance of a trainer.
  2. Recorded Classes: Review lessons and revise the key topics as required.
  3. Practical Projects: Learn about the working of customer accounts and finance through the use of examples.
  4. Doubt clearing: Clear doubts related to invoicing, payments, and collection procedures.
  5. Learning material: Revise the key topics through the use of learning materials.
  6. Interview preparation: Practise discussing the workflow of customer accounts and finance.

Key Features of Workday Customer Accounts Course

The actual topics covered depend on the syllabus of the course. Workday Customer Accounts Course deals with managing customers' data and handling financial transactions associated with customers' accounts. It may include such aspects of handling as customer invoices, payments, deposits, credits, and collections. The Workday Customer Accounts Training Course helps you understand how customer billing, payments, and account records are managed in a company.

  1. Customer Profiles: How customer information and contact information are handled.
  2. Invoices: How customer invoicing, adjustments, and other related functions are performed.
  3. Payments: How customer invoice payments are posted.
  4. Accounts Receivable: How balances, partial payments, and past-due invoices are handled.
  5. Collections & Credits: How collections and credits are handled.
  6. Reports: How reports are used for analyzing customer balances and payments.

Career Opportunities After Workday Customer Accounts Training

Studying Workday Customer Accounts could help you understand all of the financial actions that happen in connection with customer invoicing and the management of payments from customers. Skills acquired in Workday Customer Accounts Training could contribute to your preparation for the corresponding job.

Job RoleMain Responsibilities
Accounts Receivable SpecialistTracks customer invoices, payments, and outstanding balances.
Customer Accounts SpecialistMaintains customer account details and supports account-related tasks.
Billing AnalystReviews billing information, invoices, and adjustments.
Finance Operations ExecutiveSupports daily finance transactions and account records.
Collections AnalystFollows up on overdue invoices and monitors collection activities.
Workday Finance Support AnalystHelps users with finance processes and Workday-related issues.

Salary Expectations for Workday Customer Accounts Specialist

Your level of pay will depend on your experience, accounting knowledge, Workday knowledge, geographical location, and the company where you are employed. A person who has experience in accounts receivable or financial operations will have no difficulty in understanding the customer account process. A Workday Customer Accounts Training Course can help you learn the steps involved in managing customer accounts and keeping financial records correct.

Experience LevelWhat Can Affect Salary
Fresher or BeginnerAccounting basics, invoice knowledge, and computer skills.
Early-Career ProfessionalPayment processing, account reconciliation, and finance system knowledge.
Experienced SpecialistWorkday Financial Management, collections, and complex account transactions.
Senior Consultant or AnalystSystem configuration knowledge, process improvement, reporting, and project experience.

Who Is This Course For?

Intermediate Learners

Intermediate Learners

Designed for learners with basic knowledge who want to strengthen their practical skills and expertise

Career Growth Seekers

Career Growth Seekers

Learners looking to upgrade existing skills, gain hands-on expertise, and qualify for better job opportunities.

Curious Learners

Curious Learners

Anyone eager to explore this exciting field

What You'll Learn

Customer Accounts: Gain an understanding of how Workday Customer Accounts can help you manage your customer accounts, billing, and payments. Workday Customer Accounts Certification may help you show your knowledge of customer accounts, billing, and payment processes, depending on the certification you complete.
Customer Profiles and Invoices: Gain an understanding of how customer profiles are maintained and how invoices are prepared and managed. Gain an understanding of how crucial it is to have accurate data on your customers, amounts billed, and payment terms in your receivables management.
Customer Payments: Gain an understanding of how payments from customers are entered and allocated to invoices. Gain an understanding of how partial payments, overpayments, customer deposits, and payments affect your accounting.
Accounts Receivable and Collections: Study the method of recording the unpaid invoices and amounts that are due to the organization. Learn about the procedure for following up, handling payment disputes, and reviewing overdue accounts.
Reconciliation, Credit Refunds and Write-offs: Learn about the need for reconciliation of invoices, giving credit refunds to the customer, or simply writing off some of the amounts. Learn how they assist in handling customer accounts.
Reports and Accounts Management: Learn about the importance of the reports generated on customer accounts in helping the finance department analyze accounts, invoices, and collections. Learn about how account information assists in decision-making and identifying transactions requiring special attention.

Technologies Covered in This Course

Scipy Power BI Jupyter Notebook Wireshark

Career & Placement Support

Real professionals who accelerated their career growth and secured new opportunities with our Career & Placement Support.

Mock Session

Mock Interview Session

Practice Workday Customer Accounts Training for Finance and Accounting Professionals interview questions, case studies, and technical scenarios with expert feedback.

LMS Learning

LMS Learning

Access Workday Customer Accounts Training for Finance and Accounting Professionals recordings, Workday Customer Accounts Training exercises, datasets, assignments, and study materials anytime.

Career Support

Career Support

Get resume preparation, LinkedIn optimization, interview guidance, and job-search assistance.

Certified Expert

Trainer Experience & Expertise

A good trainer would explain the concept of customer accounts management through simple finance transactions. The training on Workday Customer Accounts Training Course will require trainees to understand how they can interact with customer information and invoice, payment, and collection transactions in Workday Financial Management. The trainer should also describe the topics the certificate of completion would include. Do not confuse the Workday Customer Accounts Course provider's certificate with the Workday certification.

  • Knowledge of customer accounts: understanding customer profile and relationship with customers.
  • Invoice management: understand the invoice and adjustment management.
  • Payment processing: learn about payment registration and its application to open invoices.
  • Receivables and collections: learn about how to handle overdue accounts and collection follow-up.
  • Reporting tips: learn how reports help analyze customers' transactions and account balance.
  • Practical learning: go through examples, ask questions and revise financial operations.
Your Learning Journey

Training Roadmap

A complete learning journey designed to build practical skills and prepare you for real-world opportunities.

01

Industry Expert Trainer

Learn Workday Customer Accounts Training for Finance and Accounting Professionals from an experienced trainer through practical explanations and real-world examples. Build your skills through 50 hours of training.

02

Updated Learning Resources

Access updated presentation decks, training notes, practice files, and supporting resources used during live sessions, so you can revise every topic at your own pace and stay prepared for interviews.

03

Digital Study Material

Support your Workday Customer Accounts Training for Finance and Accounting Professionals learning with structured digital materials, reference guides, and revision notes. Study materials are organized across 22 modules.

04

Practice & Assessments

Test your knowledge through module-wise assignments, practice exercises, and assessments. Reinforce your understanding of 203 topics covered in the curriculum.

05

Recorded Sessions

Revisit important concepts and catch up on missed classes with recorded sessions, where available. Choose from 3 batches scheduled each month.

06

Hands-On Projects

Apply your Workday Customer Accounts Training for Finance and Accounting Professionals knowledge through practical projects and scenarios relevant to the course. 1 Live projects included.

07

Professional Resume Support

Create a professional resume that highlights your skills, practical work, and career goals with expert guidance with 200

08

Interview Preparation

Prepare for roles related to Workday Customer Accounts Training for Finance and Accounting Professionals with mock interviews, relevant questions, practical scenarios, and trainer feedback.

Our Hiring Partners

Top companies actively hire from our alumni network.

tata-group
Cisco
Deloitte
Accenture
Wipro
Ganpact
TCS
Infosys
sap
Motherson
Tech Mahindra
Samsung
120+
Hiring Partners
85%
Placement Rate
₹12 LPA
Avg. Salary Offered

Course Curriculum

22 modules · 203 topics · 50h total

1 Introduction to Workday Recruiting 6 topics
Workday HCM and Talent Acquisition overview
Purpose, scope, benefits, and key capabilities
Recruiting terminology: prospect, candidate, job application, requisition, candidate funnel, pipeline
Recruiter Hub, dashboards, search, navigation, and related actions
Recruiting lifecycle and end-to-end process overview
Recruiting roles: recruiter, coordinator, hiring manager, interviewer, HR partner
2 Tenant Setup & Recruiting Foundation 8 topics
Recruiting functional area and tenant configuration overview
Recruiting organizations and assignable roles
Recruiter role assignment and organization-based responsibilities
Candidate and prospect profile configuration
Candidate Profile and Job Requisition Composite View
Profile groups, field visibility, and optional fields
Recruiting notifications, labels, and tenant-level settings
Configuration dependencies, sandbox practice, and migration awareness
3 Job Requisitions & Position Management 14 topics
Job requisition concepts and business purpose
Position management vs job management models
Create Job Requisition: recruiting information, job, qualifications, attachments
Existing position vs creating new positions
Job profiles, job families, locations, supervisory organizations, and hiring restrictions
Headcount, openings, target hire date, and recruiting start date
Job descriptions, responsibilities, qualifications, skills, and competencies
Compensation details and salary range considerations
Questionnaires and requisition-specific screening questions
Approvals, condition rules, and requisition business process
Edit, freeze/unfreeze, close, cancel, and manage requisitions
Confidential requisitions and security considerations
Evergreen requisitions for high-volume and recurring hiring
Candidate grids, requisition status, and candidate stage metrics
4 Job Posting & Career Sites 9 topics
Internal and external career site concepts
Configure career sites and career-site branding
Internal job postings and employee job search
External career sites and candidate experience
Post Job, unpost, repost, and job posting destinations
Posting templates, job title, location, description, and application links
Spotlight jobs and featured requisitions
Job posting approvals and automatic unposting
Preview, validate, and troubleshoot published job postings
5 Prospects, Candidates & Candidate Pools 10 topics
Prospect vs candidate vs job application
Create and manage prospect records
Find Candidates, search filters, and candidate lists
Candidate profile fields, resumes, attachments, and activity
Candidate pools and talent pipelines
Save qualified candidates for future requisitions
Candidate notes, tags, and recruiting activity
Candidate duplicate identification and duplicate management concepts
Merge/match considerations and duplicate prevention
Candidate data quality and profile maintenance
6 Job Applications & Candidate Experience 10 topics
Candidate self-service and Candidate Home overview
External candidate application flow
Internal candidate application flow
Create Job Application on behalf of a candidate
Application questions, questionnaires, attachments, and resume capture
Required fields, validation, privacy notices, and candidate consent
Candidate status and multiple applications
Withdraw application and application updates
Candidate communications and application notifications
Candidate experience and accessibility considerations
7 Recruiting Workflow & Business Processes 13 topics
Job Application dynamic business process overview
Linear vs flexible candidate workflow design
Review, Screen, Assessment, Interview, Reference Check, Offer, Employment Agreement, Background Check, Ready for Hire
Configure stage order and Move Forward options
Review Candidate and disposition reasons
Recruiting subprocesses and step types
Business process security policies and role assignments
Condition rules, routing, approvals, and notifications
Automatic stage routing and automatic advance/decline concepts
Parallel stages and high-volume task consolidation
Candidate withdrawal and returning candidates to prior stages
Dynamic action labels and candidate-facing labels
Business process testing and troubleshooting
8 Candidate Screening & Questionnaires 8 topics
Screening criteria and minimum qualifications
Recruiting questionnaires and question libraries
Question types, required responses, and scoring concepts
Assign questionnaires to candidates, interviewers, and hiring managers
Questionnaire placement at requisition or workflow stage
Screen candidates and record screening decisions
Disposition reasons and candidate communication
Fair, consistent, job-related screening practices
9 Assessments & Skills Evaluation 7 topics
Assessment stage purpose and workflow
Maintain Recruiting Assessment Tests and statuses
Assign assessments and record candidate results
Aptitude, technical, competency, and role-specific assessment patterns
Assessment vendor integration overview
Consolidated assessment tasks for high-volume recruiting
Move forward/decline decisions and audit trail
10 Interview Setup & Scheduling 12 topics
Interview business process and interview types
Interview teams and interviewer assignment
Manage Interview Scheduling Settings
Schedule Interview Team vs Schedule Interview
Interview duration, location, time zone, and conferencing details
Outlook 365 or Google Calendar integration concepts, where enabled
Candidate self-scheduling calendars and time slots
Candidate reschedule, cancel, and event notifications
Interview questionnaires and competency ratings
Manage Interview Feedback, Rate Interview, and Make Interview Decision
Interview panel coordination and feedback deadlines
Interview schedule troubleshooting and candidate communication
11 Reference Checks & Background Checks 8 topics
Reference Check subprocess and business process
Collect and manage professional references
Reference questionnaires and response tracking
Background Check subprocess and required approvals
Background-check vendor integration overview
Record status, results, and exceptions according to policy
Privacy, consent, local law, and restricted data handling
Disposition and workflow outcomes
12 Offers, Compensation & Employment Agreements 13 topics
Offer stage and offer business process
Propose Compensation Offer and approval routing
Salary/hourly basis, bonuses, one-time payments, and stock grants where applicable
Offer status tracking and offer negotiation
Offer letter templates and dynamic document generation
Create Document, text blocks, and external fields
Review Documents and electronic signatures
Adobe Acrobat Sign or DocuSign integration concepts, where enabled
Attach supporting documents and configure access
Employment Agreement subprocess and agreement details
Offer vs employment agreement: purpose and configuration considerations
Offer revisions, rescinding, acceptance, and candidate communications
Consolidated offer tasks for high-volume hiring
13 Ready for Hire & Handoff to HCM 8 topics
Ready for Hire stage and completion criteria
Pre-hire record creation and candidate-to-pre-hire transition
Triggering Hire Employee, Contract Contingent Worker, Change Job, or related staffing processes
Review candidate and position details before handoff
Hire data validation and required information
Recruiting-to-HCM handoff and downstream onboarding awareness
Handling hire errors, rescinded offers, and rework
Reconciliation of requisition, candidate, offer, and staffing status
14 Referrals, Agencies & Recruiting Sources 8 topics
Employee referrals and self-identified referrers
Referral tracking and endorsement concepts
Referral business process and eligibility rules
Recruiting agency setup and agency users
Agency candidate submission and agency candidate management
Agency performance metrics and collaboration
Recruiting source, campaign, and source reporting
Referral bonus process concepts where configured
15 Recruiting Security & Compliance 8 topics
Recruiting security domains and business process security policies
Role-based access for recruiters, coordinators, hiring managers, and interviewers
Confidential requisitions and confidential applications
Candidate data privacy, consent, retention, and access controls
Sensitive personal information and government ID collection
Audit trails, activity history, and least-privilege access
Security troubleshooting and access testing
Fair hiring, accessibility, and compliance-aware process design
16 Reporting, Dashboards & Analytics 10 topics
Recruiting dashboards and Recruiting Hub
Standard reports: manage requisitions, candidate lists, and recruiting activity
Report prompts, filters, sorting, and saved searches
Candidate funnel and stage metrics
Time to fill, time to hire, source effectiveness, and offer acceptance metrics
Requisition aging and recruiter workload analysis
Recruiting source and agency performance reporting
Custom reports and calculated fields: concepts and use cases
Report-as-a-Service (RaaS) and downstream analytics awareness
Validate report security, definitions, and data quality
17 Integrations & Recruiting Ecosystem 10 topics
Workday Recruiting integration overview
Inbound candidate/prospect data loading concepts
Put Candidate and recruiting data integration patterns
Third-party job boards and career-site posting integrations
LinkedIn Recruiter System Connect overview, where licensed/enabled
Assessment, background check, calendar, and e-signature integrations
Workday Web Services and integration touchpoints at a functional level
RaaS and outbound recruiting data extracts
Integration error monitoring and ownership handoff
Environment-specific setup and vendor coordination
18 Configuration Testing & Release Management 8 topics
Configuration workbook and requirements gathering
Unit testing and end-to-end recruiting scenario tests
Test cases for requisition, posting, application, interview, offer, and hire
Positive, negative, edge-case, and security testing
Regression testing after configuration changes
Defect logging, severity, evidence, and retesting
Sandbox/implementation/production promotion concepts
Release checklist, sign-off, and change documentation
19 Recruiting Operations & Troubleshooting 8 topics
Monitor open, pending approval, frozen, and closed requisitions
Troubleshoot missing job postings and application links
Resolve candidate access, duplicate, and application issues
Diagnose stuck business processes and approval routing
Interview scheduling and notification troubleshooting
Offer document and e-signature troubleshooting
Candidate status discrepancies and data correction
Operational runbooks, escalations, and recruiter support
20 Advanced Scenarios & Best Practices 9 topics
High-volume and evergreen hiring design
Multi-location and multi-position requisition scenarios
Confidential and sensitive recruitment scenarios
Internal mobility and employee applications
Recruiting agency and referral scenarios
Candidate pool and pipeline strategy
Automated routing and condition-rule design patterns
Recruiting process optimization and candidate experience improvements
Change management, governance, and configuration documentation
21 Practical Labs & Capstone Project 11 topics
Lab 1: Navigate Recruiting Hub and review recruiting data
Lab 2: Create and approve a job requisition
Lab 3: Post a job to a career site and validate the candidate journey
Lab 4: Create prospect/candidate records and manage a candidate pool
Lab 5: Process applications through Review, Screen, Assessment, and Interview
Lab 6: Schedule interviews and capture interviewer feedback
Lab 7: Configure offer steps, generate an offer letter, and record status
Lab 8: Complete Ready for Hire handoff and verify staffing transaction
Lab 9: Build a recruiting report and analyze funnel metrics
Capstone: Configure an end-to-end recruiting process for a sample organization
Capstone deliverables: requirements, process map, configuration notes, test scripts, report, and demo
22 Interview Preparation & Career Readiness 5 topics
Workday Recruiting functional terminology and navigation questions
Job requisition, candidate lifecycle, and workflow scenario questions
Security, business processes, offers, and reporting scenarios
Recruiting implementation project walkthrough
Resume points, documentation, and client-facing explanation practice

Salary Range & Job Opportunities

Roles our alumni land after this course

Workday Consultant

₹ 8–18 LPA

Deloitte Accenture IBM

HRIS Analyst

₹ 6–14 LPA

Capgemini TCS Infosys

Workday Architect

₹ 20–40 LPA

PwC EY Cognizant

87%

Placement Rate

₹ 3.5L

Avg. Salary Hike

45 days

Avg. Time to Hire

Student Reviews

4.8

Course Rating

5
62%
4
25%
3
9%
2
3%
1
1%
343

Total reviews

🏆

Certificate of Completion

Workday Customer Accounts Training for Finance and Accounting Professionals

Corporate Academy

Awarded upon successful completion

Industry-Recognised Certificate

Earn Your Certificate

Finish every module and project to earn the Corporate Academy course completion certificate. Share the Corporate Academy certificate on LinkedIn attach it to your resume and display this Corporate Academy achievement to recruiters, across India and worldwide.

  • Workday Customer Accounts Training for Finance and Accounting Professionals course completion certificate

  • Share your achievement on LinkedIn and your resume

  • Highlight your completed training and newly learned skills

  • Add your certificate to your professional portfolio

FAQs for Workday Customer Accounts Training

What are Workday Customer Accounts useful for?

Workday Customer Accounts is helpful to companies in handling their customers’ details as well as any financial transactions associated with them.

What are the main subjects discussed in Workday Customer Accounts Training?

Subjects in this training can include customer account management, invoices, payments, accounts receivable, credits, collections, and financial reporting. A Workday Customer Accounts Certification may support your career plans if you want to work in accounts receivable, billing, or finance operations.

Do I need accounting skills to attend Workday Customer Accounts Classes?

Accounting skills will be useful for you if you would like to learn about invoices, payments, outstanding balances, and accounts receivable. If you are a beginner, start with the basics.

How different are Workday Customer Accounts and Accounts Receivable?

Workday Customer Accounts deals with customer account management, while Accounts Receivable deals with payments that customers are supposed to make to the company. These two are closely related in finance operations.

Which positions am I qualified for after taking a Workday Customer Accounts Course?

After gaining some experience and skills, you can apply for positions such as Accounts Receivable Specialist, Customer Account Specialist, Billing Analyst, Finance Operations Executive, or Workday Finance Support Analyst.

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Format

Live Online Class with Recording, Online One-to-One Class, Weekend Class, Weekday Class

Duration

50h of content

Access

Lifetime

Certificate

Included on completion

Language

English · Hindi subtitles

Enrolled

343

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