{"id":108475,"date":"2026-01-29T13:36:10","date_gmt":"2026-01-29T08:06:10","guid":{"rendered":"https:\/\/cloudfoundation.com\/blog\/?p=108475"},"modified":"2026-02-02T15:23:09","modified_gmt":"2026-02-02T09:53:09","slug":"workday-finance-core-online-training","status":"publish","type":"post","link":"https:\/\/cloudfoundation.com\/blog\/workday-finance-core-online-training\/","title":{"rendered":"Workday Finance Core Online Training"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.9.7&#8243;][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_post_title meta=&#8221;off&#8221; featured_image=&#8221;off&#8221; _builder_version=&#8221;4.9.7&#8243; title_font=&#8221;Times New Roman||||||||&#8221; title_text_align=&#8221;left&#8221; title_text_color=&#8221;#000000&#8243; title_font_size=&#8221;47&#8243; background_color=&#8221;RGBA(0,0,0,0)&#8221; background_enable_image=&#8221;off&#8221; custom_margin=&#8221;|||10%&#8221; title_font_size_tablet=&#8221;40&#8243; title_font_size_phone=&#8221;35&#8243; title_font_size_last_edited=&#8221;on|desktop&#8221;][\/et_pb_post_title][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Georgia||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.9em&#8221; header_2_font=&#8221;|700|||||||&#8221; header_2_font_size=&#8221;31px&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221;]<\/p><div id=\"ez-toc-container\" class=\"ez-toc-v2_0_80 ez-toc-wrap-center counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-finance-core-online-training\/#Workday_Finance_Training\" >Workday Finance Training<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-finance-core-online-training\/#Workday_Finance_Assigning_Roles_the_Right_Way\" >Workday Finance: Assigning Roles the Right Way<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-finance-core-online-training\/#Workday_Finance_Filters_Reports_and_Navigation\" >Workday Finance: Filters, Reports, and Navigation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-finance-core-online-training\/#Workday_Finance_Why_Tenant_Identification_Matters\" >Workday Finance: Why Tenant Identification Matters<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-finance-core-online-training\/#Workday_Finance_The_GMS_Tenant_and_Preloaded_Data\" >Workday Finance: The GMS Tenant and Preloaded Data<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-finance-core-online-training\/#Workday_Finance_Logan_and_Following_the_Activity_Book\" >Workday Finance: Logan and Following the Activity Book<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-finance-core-online-training\/#Workday_Finance_What_I_Do_When_Workers_Do_Not_Appear\" >Workday Finance: What I Do When Workers Do Not Appear<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-finance-core-online-training\/#User_Roles_in_Workday_Finance\" >User Roles in Workday Finance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-finance-core-online-training\/#Why_Proxy_Access_Matters_in_Workday_Finance_Training\" >Why Proxy Access Matters in Workday Finance Training<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-finance-core-online-training\/#Work_Tags_and_Transactions_in_Workday_Finance\" >Work Tags and Transactions in Workday Finance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-finance-core-online-training\/#Work_Tags_in_Workday_Finance\" >Work Tags in Workday Finance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-finance-core-online-training\/#User-Entered_and_Defaulted_Work_Tags_in_Workday_Finance\" >User-Entered and Defaulted Work Tags in Workday Finance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-finance-core-online-training\/#Related_Work_Tags_and_Call_Centre_Configuration_in_Workday_Finance\" >Related Work Tags and Call Centre Configuration in Workday Finance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-finance-core-online-training\/#Work_Tag_Usage_and_Transaction_Configuration_in_Workday_Finance\" >Work Tag Usage and Transaction Configuration in Workday Finance<\/a><\/li><\/ul><\/nav><\/div>\n\n<h2><span class=\"ez-toc-section\" id=\"Workday_Finance_Training\"><\/span>Workday Finance Training<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>My first step in Workday Finance is to open the relevant activities, go to roles, and make sure the appropriate responsibilities are already allocated.<\/p>\n<p>Because of current regulations, several fields are pre-filled, and that&#8217;s okay.<\/p>\n<p>I don&#8217;t freak out if anything seems blank. I just look for the individual I want to assign a manager of the firm, or an accountant, typically, and proceed.<\/p>\n<p>Because Workday Finance is so role-driven, I always advise my Learners to adhere to the PDF or the handbook. The transaction will never be successful if the role is absent.<\/p>\n<p>For this reason, I consider role assignment to be the cornerstone of everything that we do at Workday Finance.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Workday_Finance_Assigning_Roles_the_Right_Way\"><\/span>Workday Finance: Assigning Roles the Right Way<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>I often use a well-known name, such as Logan or Jacqueline, to illustrate how job assignment works when I discuss Workday Finance.<\/p>\n<p>Roles in Workday Finance are assigned according to the tasks you want to carry out for the organisation, not at random.<\/p>\n<p>If a name does not appear in the search, I stop and check the tenant first. People working in separate tenants or in tenants with little data are the main causes of this issue in Workday Finance.<\/p>\n<p>The names begin to surface as soon as we agree on the renter.<\/p>\n<p><img decoding=\"async\" width=\"778\" height=\"2560\" src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2026\/01\/Finance-Role-Basics-scaled.png\" alt=\"\" class=\"size-medium aligncenter\" \/><\/p>\n<p>I keep saying, you can&#8217;t create, authorise, or even see some transactions in Workday Finance if you don&#8217;t have the right role.<\/p>\n<p>Since they are the system&#8217;s gatekeepers, roles are necessary.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Workday_Finance_Filters_Reports_and_Navigation\"><\/span>Workday Finance: Filters, Reports, and Navigation<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Many Learners question me about filters in reports while I work at Workday Finance.<\/p>\n<p>Depending on the report&#8217;s main object, you should be able to filter by worker, worker type, or other fields when you click the filter button while the report is open.<\/p>\n<p>I often click straight on the table&#8217;s column header in Workday Finance if a certain field, like worker, isn&#8217;t shown in the filter.<\/p>\n<p>The filtering options are also made available. In the majority of typical reports, this method is effective.<\/p>\n<p>People can get lost while searching for terms like &#8220;worker sample.&#8221;<\/p>\n<p>That is often not a genuine keyword in Workday Finance, but rather a sample report generated in the tenant. Navigating gets considerably simpler once you realised that.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Workday_Finance_Why_Tenant_Identification_Matters\"><\/span>Workday Finance: Why Tenant Identification Matters<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The little information in Workday Finance lets you know precisely where you are working. Two persons in two distinct tenancies may have entirely different settings and data.<\/p>\n<p>The majority of our work is done with GMS renters. These tenants are pre-loaded with sample data, sample businesses, and sample employees in Workday Finance.<\/p>\n<p>Because of this, depending on which tenancy they are in, some people can see a lot of data while others cannot.<\/p>\n<p>Therefore, I don&#8217;t blame the feature when anything seems odd in Workday Finance. I verify the tenant first. Numerous riddles are resolved by just one check.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#064399&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_start=&#8221;#0095f2&#8243; background_color_gradient_end=&#8221;#7dbed8&#8243; background_color_gradient_direction=&#8221;92deg&#8221; background_color_gradient_start_position=&#8221;35%&#8221; background_color_gradient_end_position=&#8221;80%&#8221; transform_scale=&#8221;73%|62%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;-53px|-50px&#8221; transform_translate_linked=&#8221;off&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/datorama-training\/&#8221; link_option_url_new_window=&#8221;on&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2023\/06\/SS_436-_Converted_-1.png&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; transform_scale=&#8221;114%|112%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;25px|-4px&#8221; transform_translate_linked=&#8221;off&#8221; width=&#8221;98.1%&#8221; custom_margin=&#8221;|7px|||false|false&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Georgia|700|||||||&#8221; text_font_size=&#8221;23px&#8221; text_line_height=&#8221;1.3em&#8221; header_font=&#8221;Georgia|700|||||||&#8221; header_font_size=&#8221;21px&#8221; header_letter_spacing=&#8221;-1px&#8221; header_line_height=&#8221;2em&#8221; transform_scale=&#8221;171%|159%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;40px|44px&#8221; transform_translate_linked=&#8221;off&#8221; transform_origin=&#8221;70%|50%&#8221; z_index=&#8221;-161&#8243; width=&#8221;100%&#8221; custom_margin=&#8221;|-215px||||&#8221; custom_padding=&#8221;|0px||||&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/datorama-training\/&#8221; link_option_url_new_window=&#8221;on&#8221;]<\/p>\n<h1 style=\"text-align: center;\"><span style=\"color: #ffffff;\">Workday Finance Training<\/span><\/h1>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/cloudfoundation.com\/&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Explore Course Content&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#0C71C3&#8243; button_bg_color=&#8221;#FFFFFF&#8221; button_font=&#8221;|700|||||||&#8221; transform_translate=&#8221;64px|65px&#8221; transform_translate_linked=&#8221;off&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2019\/06\/logo_resize_color.png&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; transform_translate=&#8221;-36px|0px&#8221; transform_translate_linked=&#8221;off&#8221; custom_margin=&#8221;|||178px||&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Georgia||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.9em&#8221; header_2_font=&#8221;|700|||||||&#8221; header_2_font_size=&#8221;31px&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221;]<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Workday_Finance_The_GMS_Tenant_and_Preloaded_Data\"><\/span>Workday Finance: The GMS Tenant and Preloaded Data<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Allow me to explain how Workday Finance&#8217;s GMS tenants operate. Global Modern Services, or GMS for short, is a pre-loaded tenant that Workday offers.<\/p>\n<p>It already has call centres, supervisory organisations, employees, and businesses, all of which are loaded with fake data.<\/p>\n<p>This fake data is solely included in Workday Finance to aid with feature testing, learning, and demonstration.<\/p>\n<p>Training is very effective because, although not being actual firm data, it acts precisely like real data.<\/p>\n<p>For this reason, Logan McNeil is a name you will hear in almost every Workday Finance GMS tenant.<\/p>\n<p>As the super user, Logan often possesses the majority of the strong roles required to carry out various transactions.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Workday_Finance_Logan_and_Following_the_Activity_Book\"><\/span>Workday Finance: Logan and Following the Activity Book<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>When I follow the Workday Finance activity book, the first row often indicates which role should do the task and sometimes even offers a name.<\/p>\n<p>I utilise that name if I come across it in the tenancy. Otherwise, I just look for Logan.<\/p>\n<p>Logan has several administrative and security responsibilities at Workday Finance, making her a universal key for GMS tenants.<\/p>\n<p>Because of this, I am able to show almost every procedure without encountering any security obstacles.<\/p>\n<p>Nevertheless, I advise everyone to adhere to the Workday Finance book and assign responsibilities appropriately, since this is how you discover the true security model rather than depending on a single super user.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Workday_Finance_What_I_Do_When_Workers_Do_Not_Appear\"><\/span>Workday Finance: What I Do When Workers Do Not Appear<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Learners sometimes inform me that Workday Finance does not allow them to look for workers at all. I ask them to share their screen right away so I can view the tenant and the setup.<\/p>\n<p>If Logan does not show up in Workday Finance&#8217;s search results, it is a clear indication that the tenant is not authentic or set up correctly. In these situations, I request that they open a support issue and explicitly state that the workers are not visible in their tenancy.<\/p>\n<p><img decoding=\"async\" width=\"668\" height=\"2560\" src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2026\/01\/Workday-Finance-Training-scaled.png\" alt=\"\" class=\"size-medium aligncenter\" \/><\/p>\n<p>Since everything in Workday Finance, from role assignment to transactions, relies on having the appropriate workers accessible in the system, numerous operations will stay stuck until it is resolved.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"User_Roles_in_Workday_Finance\"><\/span>User Roles in Workday Finance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The first thing I explain to Learners in Workday Finance is how user roles act inside the tenancy. When you search in Workday Finance, you won&#8217;t always see every employee, which might be initially puzzling.<\/p>\n<p>Because Workday Finance restricts visibility based on financial duties, I often use finance-related positions like Accounting Manager or Finance Admin to illustrate this.<\/p>\n<p>Teresa has strong financial permissions with the tenant, thus I often employ her in Workday Finance.<\/p>\n<p>Unlike other SCM-focused users, she is present in the majority of financial operations.<\/p>\n<p>I clarify to my Learners that this is not a mistake but rather the intended behaviour in Workday Finance.<\/p>\n<p>These searches begin to make sense if you understand how role-based access is handled in Workday Finance.<\/p>\n<p>I usually advise contacting the Cloud Foundation support team if anything in Workday Finance still seems strange.<\/p>\n<p>I tell Learners that the problem is often not worldwide since our teacher account functions well in the same tenancy.<\/p>\n<p>Just as crucial as transactions in Workday Finance training is knowing how to effectively express these concerns.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#064399&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_start=&#8221;#ff8c7c&#8221; background_color_gradient_end=&#8221;#e5ba4e&#8221; background_color_gradient_type=&#8221;radial&#8221; background_color_gradient_direction_radial=&#8221;top left&#8221; background_color_gradient_start_position=&#8221;35%&#8221; background_color_gradient_end_position=&#8221;80%&#8221; transform_scale=&#8221;74%|69%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;-53px|-50px&#8221; transform_translate_linked=&#8221;off&#8221; custom_margin=&#8221;||-5px||false|false&#8221; custom_padding=&#8221;|||2px|false|false&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/datorama-training\/&#8221; link_option_url_new_window=&#8221;on&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2023\/06\/8423118_3895895.png&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; width=&#8221;85.4%&#8221; custom_margin=&#8221;-31px||-24px||false|false&#8221; custom_padding=&#8221;|22px|0px||false|false&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Georgia|700|||||||&#8221; text_font_size=&#8221;23px&#8221; text_line_height=&#8221;1.3em&#8221; header_font=&#8221;Georgia|700|||||||&#8221; header_font_size=&#8221;19px&#8221; header_letter_spacing=&#8221;-1px&#8221; header_line_height=&#8221;1.2em&#8221; transform_scale=&#8221;171%|159%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;40px|44px&#8221; transform_translate_linked=&#8221;off&#8221; transform_origin=&#8221;70%|50%&#8221; z_index=&#8221;-161&#8243; width=&#8221;100%&#8221; custom_margin=&#8221;|-215px||||&#8221; custom_padding=&#8221;|0px||||&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/datorama-training\/&#8221; link_option_url_new_window=&#8221;on&#8221;]<\/p>\n<h1 style=\"text-align: center;\"><span style=\"color: #000000;\">Workday Finance <\/span><span style=\"color: #333333;\">Online Training<\/span><\/h1>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/cloudfoundation.com\/&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Up Coming Batches&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#E09900&#8243; button_bg_color=&#8221;#FFFFFF&#8221; button_font=&#8221;|700|||||||&#8221; transform_translate=&#8221;64px|65px&#8221; transform_translate_linked=&#8221;off&#8221; background_layout=&#8221;dark&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2019\/06\/logo_resize_color.png&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; transform_translate=&#8221;-36px|0px&#8221; transform_translate_linked=&#8221;off&#8221; custom_margin=&#8221;|||178px||&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Georgia||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.9em&#8221; header_2_font=&#8221;|700|||||||&#8221; header_2_font_size=&#8221;31px&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221;]<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Why_Proxy_Access_Matters_in_Workday_Finance_Training\"><\/span>Why Proxy Access Matters in Workday Finance Training<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Proxy access is one of the main ideas I focus on in Workday Finance. Various roles are performed by various persons in a genuine Workday Finance setting.<\/p>\n<p>A financial administrator oversees setup, an accounting manager examines entries, and an accountant submits them.<\/p>\n<p>We are unable to continuously log in and out of numerous accounts throughout Workday Finance training, nevertheless.<\/p>\n<p>This is when Workday Finance&#8217;s proxy comes into play. I demonstrate how I can set up a proxy as Logan after logging in as another user.<\/p>\n<p>I get all of that user&#8217;s rights while keeping a clean audit trail once the proxy is operational in Workday Finance.<\/p>\n<p>In Workday Finance audits, every activity must seem to have been completed by Logan on behalf of the original user.<\/p>\n<p>Logan saves time during live sessions since he is a very proficient user.<\/p>\n<p>Nevertheless, I firmly believe that Learners should adhere to the duties outlined in their activity book since it makes it much simpler to recall who is responsible for what in Workday Finance.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Work_Tags_and_Transactions_in_Workday_Finance\"><\/span>Work Tags and Transactions in Workday Finance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Work tags are another important subject I discuss in Workday Finance. I describe work tags as markers that aid in the categorization of financial transactions.<\/p>\n<p>Some work tags in Workday Finance are bespoke or user-entered, while others are supplied by the system, such as delivered organisations and delivered work tags.<\/p>\n<p>You may choose a cost centre in Workday Finance at the invoice level, depending on the transaction specifics; each invoice line may have a unique work tag.<\/p>\n<p><img decoding=\"async\" width=\"800\" height=\"2424\" src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2026\/01\/Workday-Finance-Tags.png\" alt=\"\" class=\"size-medium aligncenter\" \/><\/p>\n<p>Typically, I show user-entered job tags, such as call centres. If a variable in Workday Finance is already set to default, you may not be able to view any additional alternatives until you delete it.<\/p>\n<p>Once you understand this behaviour, Workday Finance stops feeling random and starts feeling controlled and logical.<\/p>\n<p>Another idea I emphasise in Workday Finance is defaulted work tags.<\/p>\n<p>Certain parameters, such as sold-to or bill-to clients, are automatically filled by the system based on previous decisions.<\/p>\n<p>I want to be clear that this is not something we manually set up each time; rather, it is basic Workday Finance functionality.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Work_Tags_in_Workday_Finance\"><\/span>Work Tags in Workday Finance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Since work tags influence how each financial transaction is documented, I usually start my lessons on Workday Finance with them.<\/p>\n<p>In Workday Finance, a work tag is simply information attached to a transaction so we can report and analyse data correctly.<\/p>\n<p>Giving each transaction in Workday Finance a distinct identity is how I like to describe this.<\/p>\n<p>There are four primary categories of work tags in Workday Finance throughout my workshops.<\/p>\n<p>To start, the system comes with built-in work tags. Second, automatically appearing preset work tags.<\/p>\n<p>Third, work tags that are manually filled in by the user. Lastly, there are related work tags that connect different job tags.<\/p>\n<p>You can navigate Workday Finance considerably more easily if you are aware of these four categories.<\/p>\n<p>I often show how certain job tags in Workday Finance emerge automatically. Some categories appear automatically when I choose a business or client.<\/p>\n<p>They show there even though I didn&#8217;t personally input them. That is an excellent illustration of Workday Finance&#8217;s default job tags.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"User-Entered_and_Defaulted_Work_Tags_in_Workday_Finance\"><\/span>User-Entered and Defaulted Work Tags in Workday Finance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Workday Finance identifies a value I submit into a field as a user-entered work tag. This allows me to customise a transaction.<\/p>\n<p>I also describe Workday Finance&#8217;s predefined work tags. Based on previous choices, they show up automatically.<\/p>\n<p>I like reminding Learners that &#8220;defaulted&#8221; does not imply &#8220;random.&#8221; Workday Finance populates certain data in accordance with setup settings.<\/p>\n<p>The distinction between user-entered and predefined work tags in Workday Finance is immediately apparent to Learners.<\/p>\n<p>One originates from direct input, while the other is derived via system logic. When setting up reporting in Workday Finance, this difference is important.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Related_Work_Tags_and_Call_Centre_Configuration_in_Workday_Finance\"><\/span>Related Work Tags and Call Centre Configuration in Workday Finance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Additional task tags may be linked to a contact centre after it has been configured in Workday Finance.<\/p>\n<p>During transactions, this connection guarantees that additional information shows automatically.<\/p>\n<p>For instance, I set up a call centre such that New York is the default location whenever I pick it.<\/p>\n<p>This is referred to as a related work tag in Workday Finance. Every time I utilise that call centre, the system remembers the connection and applies it.<\/p>\n<p>Workday Finance immediately enters the New York location when I choose the call centre in a transaction.<\/p>\n<p>I inform Learners that while this is still the default setting, it exists due to a related work tag regulation. Workday Finance&#8217;s robust functionality saves time and maintains data consistency.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Work_Tag_Usage_and_Transaction_Configuration_in_Workday_Finance\"><\/span>Work Tag Usage and Transaction Configuration in Workday Finance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>I have control over which work tags appear as major columns and which stay as supplementary fields in Workday Finance.<\/p>\n<p>I might, for instance, make the cost centre required or optional. Additionally, I may add a custom work tag, such as the course name, and make it a mandatory main field.<\/p>\n<p>One of the reasons I like teaching Workday Finance is this versatility.<\/p>\n<p>Workday Finance instantaneously modifies the invoice line information when I make these changes and open a customer invoice.<\/p>\n<p>I see that extra work tags are still accessible, necessary fields are changing, and new columns are appearing.<\/p>\n<p>This real-time setup demonstrates just how adaptable Workday Finance is.<\/p>\n<p>I always remind them that these parameters apply to all kinds of transactions.<\/p>\n<p>Workday Finance provides consistent control over work tag behaviour for both supplier and customer invoicing.<\/p>\n<p>This setup level guarantees accurate reporting and seamless Workday Finance operations.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; _builder_version=&#8221;4.9.7&#8243; 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transform_translate_linked=&#8221;off&#8221; transform_origin=&#8221;70%|50%&#8221; z_index=&#8221;-161&#8243; width=&#8221;100%&#8221; custom_margin=&#8221;|-215px||||&#8221; custom_padding=&#8221;|0px||||&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/datorama-training\/&#8221; link_option_url_new_window=&#8221;on&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h1 style=\"text-align: center;\"><span style=\"color: #ffffff;\"><strong>Workday Finance<\/strong><strong>\u00a0Course Price<\/strong><\/span><\/h1>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/cloudfoundation.com\/&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Offer Price&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#0C71C3&#8243; button_bg_color=&#8221;#FFFFFF&#8221; button_font=&#8221;|700|||||||&#8221; transform_translate=&#8221;64px|65px&#8221; transform_translate_linked=&#8221;off&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2019\/06\/logo_resize_color.png&#8221; title_text=&#8221;logo_resize_color&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; transform_translate=&#8221;-36px|0px&#8221; transform_translate_linked=&#8221;off&#8221; custom_margin=&#8221;|||178px||&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_team_member name=&#8221;Vanitha&#8221; position=&#8221;Author&#8221; image_url=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2024\/09\/Vanitha.png&#8221; _builder_version=&#8221;4.9.7&#8243; header_level=&#8221;h5&#8243; header_font=&#8221;Titillium Web|700|||||||&#8221; body_font=&#8221;Titillium Web||||||||&#8221; body_font_size=&#8221;16&#8243;]The capacity to learn is a gift; the ability to learn is a skill; the willingness to learn is a choice[\/et_pb_team_member][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.9.7&#8243;][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_post_title meta=&#8221;off&#8221; featured_image=&#8221;off&#8221; 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text_line_height=&#8221;1.9em&#8221; header_2_font=&#8221;|700|||||||&#8221; header_2_font_size=&#8221;31px&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221;] Workday Finance Training My first step [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":108477,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"2880","footnotes":""},"categories":[76],"tags":[],"class_list":{"0":"post-108475","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-workday"},"yoast_head":"<!-- This site is optimized with the 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