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Workday Success Plans Feature Release Reviews

2026R1 Workday Financial Management: Quote-to-Cash

Integrate Workday 2026R1 Quote-to-Cash features like AI-powered Contract Intelligence, Workday Docs for billing, and prorated installments to streamline financial automation and reporting accuracy.

Workday 2026R1 Webinar


Explore the recent Feature Release Review Webinar presented by Workday Product Management for an in-depth discussion into 2026R1 feature deliveries. This session covers Workday Financial Management: Quote-to-Cash, including:

Contract-to-Cash

  • Prorated Customer Billing Installments
  • Prompt Payment Discounts for Automatic Payment Applications
  • Unselect All Option for Apply Customer Payments
  • Override Customer Payment Discount Amount
  • Write-Off Initiator Reporting
  • Customer Invoices with Multiple Due Dates
  • Auto-Apply for Overpayments
  • Overapplying Invoices with On-Account Documents
  • On-Account Document Support for On-Behalf-Of Payments
  • Workday Docs for Billing and Netting
  • Receivables Aging Report by Customer Hierarchy
  • Revenue Hub: Contract Intelligence Card

Professional Services Automation

  • Custom Opportunity Statuses
  • Quote Header Redesign
  • Quoting with Role Requirements
  • Create Quote from Spreadsheet: Worktags and Daily Rate Support
  • Split Services into Phases and Tasks
  • Mass Labor Cost Recalculation for Project Time
  • Restricted Project Prompt Visibility
  • Invoice Proposal Simplified Search
  • Invoice Proposal Narration
  • Review & Revise for Billing Schedules & Customer Invoice Proposals
  • Standalone Progress Bills
  • Prepaid Billing Flexibility & Governance
  • Percent Complete Visibility
  • Track Transfer Activity for Time and Ad Hoc Billable Transactions
  • Insights into Prepaid Balances and Consumption History
  • Customer Invoice Proposal Reporting

Resources

Let’s continue the conversation. If you have additional questions, find the full release notes in the Release Center, then select Ask a Question. Product Managers actively monitor questions that come in and will answer you soon!


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Workday Success Plans provide access to a library of resources and experts dedicated to your long-term success. We can help you adopt or optimize the features showcased in this webinar to maximize the value of your investment. If you're not already subscribed, learn about WSP here.