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Workday Financial Management is designed to help CFOs of companies of all sizes lead their finance practice with deeper insights, less manual work to drive efficiency, and greater agility.
Businesses, investors, accountants and bookkeepers using either Xero, QuickBooks Online or FreeAgent.
Overall experience with Workday Financial Management has been fantastic. Great capabilities that can integrate very well with other Workday modules.
We have also had some issues with invoices getting lost in the system and had to recreate them in order to get them to process.
Workday Financials is user friendly and has some great reporting capabilities. The interface looks fresh and it's easy to navigate.
Requesting absences is not often a smooth process. There are often errors that pop up that are not accurate.
Workday does an amazing job with a great interface allowing the user to easily learn the system while not sacrificing the work being done. Easy, affordable, maintainable.
You have to find a specific link for your company, and it can be difficult to find.
Overall, I enjoyed the ease of use for the program as a whole and loved the level of detail. The ability to host certain files in the app was also very helpful.
The system is difficult to navigate and things are are to find.
Easy & really helpful basis to review and amend bill/invoice dates for cashflows. Scenario planning and comparisons very helpful, and the output from those in charts etc great for presentation.
Other than charts, outputs are limited to CSV files so not that easy/quick to manipulate offline, and have to do all your own formulas & formatting, etc.
Overall I have found this software very helpful and also the customer service is really good. I always get a fast response and I love the fact that they are always looking to improve the software.
The only negative so far is the Monthly cost, it is expensive.
The integration with Xero was seamless, with lot's of helpful advice on how to get the best out of the cashflow projections.
The inability to use more than one type of currency is a difficulty most of the times. But it is all tolerable, given the feature of the software.
We attended a very good Webinar to help those new to Float and those still learning. Overall we are very happy with the product and service.
I've found it a little confusing getting to grips with budgets vs actual forecasts... some aspects of the interface could be a little clearer.
Nick C.: My name is Nick. I am an IT security specialist. I work in higher education and I give Workday Financial Management a four out of five. When looking at different products between Workday and also we are looking at a product called PeopleSoft. And we moved off of PeopleSoft, an older version, but their newer version did not meet all of our needs. We ended up going with Workday because they provided a fully cloud solution that alleviated any problems we had with on-premise things, like servers and workstations. With the nature of things like Workday, the integration for programs that replaced financial management are going to be very involved. So, it was quite a long process for us to integrate Workday into our environment. But it's definitely something that we enjoyed the change. When looking into Workday as a financial solution, definitely going to be, know all of the requirements that your finance team requires and all of the things that will be needed to continue support for this product. (silence)
Prioritize real-user-identified key features according to your needs to find your best fit.
Workday Financial Management
Top FeaturesFloat Cash Flow
Workday Financial Management
Float Cash Flow
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