Workday's Business and Financial Management Solutions for Customer Accounts

Workday Customer Accounts models customer organizations, supports invoicing and manages accounts receivable, providing full visibility into the true value of a customer. Designed to easily integrate with leading CRM and customer support systems, Workday Customer Accounts allows you to capture and process the financial information necessary to effectively manage your customer accounts. And the embedded business intelligence gives multi-dimensional views of information required for customer analytics without going to a separate reporting system.

Managing customer accounts receivable

Workday's Customer Accounts delivers the accounts receivable functionality you'd expect—capturing customer information, generating invoices and managing receivables—while also providing end users a view to the customer's pertinent financial information..

Workday Customer Accounts delivers:

• Complete financial view of a customer. Associate customers with any financial transaction in Workday via "Worktags." Once a transaction is "tagged" with a customer, all the pertinent information about that transaction is available and summarized at a customer level. The result is a user-friendly business and financial management interface that automatically generates an accurate view of key financial information such as aging, balance, last invoice, and overall profitability.
• Built-in customer reporting. Workday's embedded business intelligence provides multi-dimensional, drill-down capability on the most important customer account information, giving end users the ability to view customer data from various perspectives.
• Invoicing and Receivables Management. Inspired by the consumer Internet, Workday invoicing is built to handle both electronic and manual transactions. Invoice creation is simple and intuitive for end users. And receivables balances and details are available both in context wherever a customer is found within Workday and also via reports.

Explore Workday Financial Management

Financial Accounting | Customer Accounts | Supplier Accounts | Cash Management | Resource Management | Expenses | Procurement