Workday Financial Management: Click, Click, You’re There

April 9, 2015 Dan P. Haigh


What’s the first thing you do when an idea pops into your head? For example, if you’re thinking about going to Yosemite this weekend, flying to Las Vegas, or even just going out to dinner, what’s the first thing you do? Do you get out a phone book? No. Do you look around your house to see if you have a travel book about Yosemite or Las Vegas? No. You go to the internet.

We’ve used this capability for almost 20 years. In fact, our children today have become experts at navigating the web to look at the latest toys or access an educational tool as part of a school assignment. They get it! They wouldn’t go about it any other way. This has been the new normal for years and yet most major ERP applications do not work this way — except for one: Workday.

Since my specialty is Workday Financial Management, I can tell you how the Workday application is ideally suited to the way we’ve been working for the last two decades. At any point in the application, all users — from the C-suite to the clerk in accounts payable — can find the necessary information with a click.

You begin with a report and drill down to get to the details of what makes up the totals. Users can also drill down on information from in-progress or completed transactions. If you want to know what makes up the balance in a particular ledger account, you need only to click your way there. And once you’re there, you can do further analysis, or easily navigate backwards with a click. Workday’s related actions list even allows access to vital information about an in-progress transaction without having to navigate away from a transaction currently being viewed.

This click capability is important for all users of financial data from the C-Level to the VPs, managers, and folks processing transactions and information. A CFO wants to see the financials and should not have to spend time learning to navigate a cumbersome application. Similarly, processors of transactions should be able to efficiently access functions and create and edit transactions in the same method and medium they use when booking reservations, buying items, and reviewing their bank accounts online. Workday has developed a user interface that allow users to access information and make corporate transactions the same way they make personal transactions.

If you, a manager, find yourself not logging into the system because you don’t have the time or training — or if you have to ask a junior employee to develop a report to give you the most basic financial information — you’re not working with today’s technology.

Want a better idea of how click capability works? Here’s a video I put together to showcase its merits.

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