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*Attention: Starting on August 8, all Workday training material access links will route to Workday Help Knowledge Base. Have questions or inquiries? Please contact kNEXT at (407) 823-NEXT or click here to submit a Workday Help Case

Workday Training Catalog - Finance

Our Workday Training Catalog serves as a repository of all job aids and video demos created to assist end-user navigation in Workday. Although all training materials are viewable from this catalog, end-user functionality in Workday is based on security roles determined by job roles and responsibilities. 

Introducing Workday Help – a knowledge base and case management application within Workday – to help guide users to find the information they seek regarding university processes.  Workday Help is connected to various campus divisions/units to support end-users on UCF processes and policies.  Users have the option to search within Workday for helpful articles that support their work.  The case management system provides individualized support to help answer questions or address unique user needs. 

View our Handout on Workday Quick Facts: What is Workday Help

ATTENTION: As of July 1, 2022, all job aids and video demos from the Workday Training Catalog are now located in our Workday Help Knowledge Base as “Articles”. For most up-to-date collection of training resources, please access our Workday Help categories now.

View Demo on How to View an Article in Workday Help

Use the right navigation menu located beside the catalog below to view training details by functional area. Once available, click the Access Now hyperlink in each learning category column to access on-demand training materials (job aids and video demos). Access to training materials requires UCF NID login.

All registration for training sessions and webcourses will take place in Workday through the Learning app! Learn more on how to enroll in Workday Learning


Workday Finance is designed for all UCF employees who manage finance and accounting processes, and its prerequisites include Workday Essentials, Workday for Managers (if applicable) and Workday Expenses. It will cover accounting basics, banking/settlements, customer accounts/contracts and budgets.

Category Section NameDescriptionIncluded Business Process TasksJob Aids and Demo Videos (available 24/7)Webcourses (available 24/7)
Accounting Basics
Materials review the Foundation Data Model works and accounting basics in Workday. About the Foundation Data Model
Create Accounting Journals
Create Accounting Adjustments
How to Check Budget in Workday
Create Asset Request
Import Accounting EIB Journal
Create Payroll Accounting Adjustments
Access Now (~35 mins.)Register Now for WDY200 - "Finance Accounting Basics" (~30 mins.)
Banking & SettlementsMaterials review banking payments, transactions, settlements and cash forecast reports. Manage Ad Hoc Transactions
Bank Account Reconciliation Processing
Manage Ad Hoc Payments
ACH Payment Returns
Escheatable Payment
Manage Payment Settlement
Access Now (~45 mins.)N/A
Customer AccountsMaterials review how to manage customer accounts including invoices, sales and payments and internal service delivery. Manage Cash Sales
Manage Customer Invoices & Payments
Customer Overpayment
Manage Internal Service Provider
Create Internal Service Delivery
Record a Cash Sale
Access Now (~40 mins.)N/A
Customer ContractsMaterials review how to manage customer contracts including creating, amending and billing. Manage Customer Contracts &
Billing Schedules
Access Now (~30 mins.)N/A
BudgetsMaterials review creating position budgets including compensation, fringe and reporting. Create and Amend Position BudgetsAccess Now (~35 mins.)N/A