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Workday Finance R2R (Record to Report) Training
Workday
Workday Finance R2R (Record to Report) Training

Workday Finance R2R (Record to Report) Training provides in-depth knowledge of accounting, period close, and financial reporting processes in Workday.

5/5(4,890 Reviews)

Level

Advanced

Duration

8 weeks

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About Workday Finance R2R (Record to Report) Training

This training covers the complete Record to Report lifecycle within Workday Financial Management.

It focuses on core accounting, journals, ledgers, accounting rules, and period close activities.

Learners gain hands-on experience with financial reporting, reconciliations, and compliance controls.

The course helps professionals ensure accurate financial records and timely financial statements.

Training Plan

01

About trainer

Working professional who is carrying more then 10 years of industry experience.

02

Decks & Updated Content

Access to updated presentation decks shared during live training sessions.

03

e-Book

E-book provided by TechPratham. All rights reserved.

04

Assignments & MCQs

Module-wise assignments and MCQs provided for practice.

05

Video Recording

Daily Session would be recorded and shared to the candidate.

06

Projects

Live projects will be provided for hands-on practice.

07

Resume Building

Expert-guided resume building with industry-focused content support.

08

Interview Preparation

Comprehensive interview preparation with real-time scenario practice.

Workday Finance R2R (Record to Report) Training Course Curriculum

Introduction To Workday R2R

Overview of the Record to Report process and Workday Financials architecture.

R2R lifecycle overview
Workday Financial Management basics
Accounting concepts in Workday
Workday navigation
Roles and security overview

Workday Accounting Structure

Understanding foundational accounting configuration in Workday.

Company and ledger setup
Chart of accounts
Worktags and dimensions
Fiscal calendar setup
Accounting books

Business Process Framework

 Configuring and managing accounting-related business processes.

Business process configuration
Approval workflows
Condition rules
Notifications and alerts
Audit and controls

Journal Processing

Managing manual and automated journal entries.

Journal sources and types
Journal entry creation
Recurring journals
Journal approvals
Reversals and corrections

Accounting Rules & Transactions

Automating accounting through Workday rules and integrations.

Accounting rules framework
Transaction posting logic
Subledger to ledger flow
Error handling
Accounting validations

Intercompany Accounting

 Handling intercompany transactions and settlements.

Intercompany setup
Due to / Due from processing
Intercompany journals
Eliminations
Reconciliation

Workday Courses

No related courses found

Additional Program Highlights

Learning Materials
Resume Writing
Interview Preparation
Interview Preparation

Upcoming Batches

Can't find a batch you were looking for?

Who Should Take Workday Finance R2R (Record to Report) Training

IT Professionals

Non-IT Career Switchers

Fresh Graduates

Job Roles For Workday Finance R2R (Record to Report) Training

Workday R2R Consultant

Workday Finance Functional Consultant

Workday Financial Accounting Analyst

Key Projects

Workday Finance R2R (Record to Report) Training

Saint-Gobain

Saint-GobainWorkday GL Foundation


Scenario: Implemented Workday R2R by configuring GL structures, accounting rules, and journal controls to enable compliant accurate financial reporting v1.

Live Work:

  • Configured ledgers and accounting worktags
  • Created journal sources and posting rules
  • Validated GL balances and financial reports
Outcome: Reliable and standardized GL reporting
WNS

WNSWorkday Period Close Ops


Scenario: Supported monthly close activities in Workday R2R by executing journals, monitoring close tasks, and ensuring timely completion of financial periods.

Live Work:

  • Posted accruals and adjustment journals
  • Monitored close checklist activities
  • Supported finance team during close cycle
Outcome: Faster and controlled period close
Zelis India

Zelis IndiaWorkday Financial Controls


Scenario: Executed Workday R2R control testing by validating journal approvals, segregation of duties, and audit readiness to ensure compliance with finance standards.

Live Work:

  • Tested journal approval workflows
  • Reviewed role-based finance access
  • Supported audit evidence preparation
Outcome: Improved audit compliance and control
Accenture

AccentureWorkday R2R Data Transition


Scenario: Supported Workday R2R data transition by migrating opening balances, validating trial balances, and reconciling financial data during system transformation.

Live Work:

  • Prepared opening balance load templates
  • Executed balance loads and reconciliation
  • Validated trial balance and close reports
Outcome: Accurate financial data in Workday

Placement Process

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Our Success Mantra

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Commitment

  • Ensuring quality training every day

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Fulfillment

  • Meeting learning goals with confidence

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Accomplishment

  • Students achieving industry-ready expertise

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Beyond Courses:

Additional Support We Provide

24/7 Support

LinkedIn Profile

Resume Writing

Alumni Sessions

Interview Preparation

Live Projects

What is Workday Record to Report (R2R)?

Who should enroll in this course?

Is prior Workday experience required?

What key topics are covered in the training?

Does the course include hands-on practice?

Will I learn both functional configuration and transactions?

Industry-Recognized Certification

Certificate
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India

Noida Office

C-2, Sector-1, Noida, Uttar Pradesh - 201301

India Flag+91-8882178896
WhatsApp
USA Flag+1 (343) 477-0926
WhatsApp
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India

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