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Updated: Aug 08, 2026
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| Certification Vendor: | Workday |
| Exam Name: | Workday Pro Record-to-Report Certification |
| Exam Number: | Workday-Record-to-Report |
| Related Certifications: | Workday Financial Management Workday Pro Financial Reporting Certification Workday Pro Procure-to-Pay Certification Workday Pro Contracts-to-Cash Certification |
| Real Exam Qty: | Up to 50 |
| Exam Duration: | 120 minutes |
| Exam Format: | Multiple-choice, Proctored |
| Available Languages: | English, German, Spanish, French, Japanese |
| Exam Price: | USD $99 (special event pricing; standard pricing varies by region/program) |
| Certificate Validity Period: | 2 years |
| Sample Questions: | Workday Workday-Record-to-Report Sample Questions |
| Exam Way: | Online remote-proctored and selected onsite proctored testing events. |
| Pre Condition: | No formal prerequisite exam is required. Workday recommends completing the related Workday Financial Management training and coursework before attempting the certification. |
| Official Syllabus URL: | https://www.workday.com/en-us/services/certifications.html |
| Section | Objectives |
|---|---|
| Operational Maintenance | - Troubleshooting - Data Validation - Best Practices |
| Record-to-Report Configuration | - Business Process Configuration - Accounting Rules - Security and Permissions |
| Financial Reporting | - Report Configuration - Standard Financial Reports - Financial Statements |
| Financial Period Close | - Reconciliation - Period-End Close Activities - Close Monitoring |
| Financial Accounting | - Accounting Processes - Accounting Configuration - General Ledger |
1. A report writer created a worklet to illustrate which ledger accounts the finance team certified.
What report allows the report writer to add the worklet to a dashboard?
A) Modify Workday Dashboards
B) Configure Worklet for Dashboard
C) Maintain Dashboards
D) Edit Custom Report
2. You are creating a new bank account.
What data is required?
A) The organization and the bank account number
B) Approval from your manager
C) The phone number and institution address
D) The bank account routing rule field
3. Company D and Company E process direct intercompany transactions, and both companies would like to automatically record intercompany receipts. Company D billed Company E for services provided, and Company E settled the invoice. However, Company D's accountant noticed the receipt has not been posted.
What is the most likely cause?
A) Company D does not have an intercompany relationship defined with Company E.
B) Company E did not select the option to record receipts automatically from Company D via the Edit Company Intercompany Profile.
C) Company D did not select the option to record receipts automatically from Company E via the Edit Company Intercompany Profile.
D) Company D is not defined as a customer for supplier Company E to settle invoices.
4. What does the Taxable field indicate when you set up a customer in Workday?
A) Whether the customer is subject to sales tax.
B) It indicates the customer's tax filing status.
C) Whether the customer is exempt from property tax.
D) It shows you the customer's tax ID.
5. After running an allocation, what status will the resulting journal(s) be in?
A) Created
B) In Progress
C) Pro Forma
D) Posted
Solutions:
| Question # 1 Answer: C | Question # 2 Answer: A | Question # 3 Answer: B | Question # 4 Answer: A | Question # 5 Answer: C |
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