Concept: Customer Accounts Hub
The
Customer Accounts Hub
is a centralized workspace where accounts receivable managers and specialists access frequently used tasks and reports. You can view tasks and reports for:
- Customers.
- Customer invoices and credit adjustments.
- Customer payments and deposits.
- Netting transactions.
- Collections.
In the
Customer Accounts Hub
, Workday only displays tasks and reports that you already have permission to access.Set Up Customer Accounts Hub
You can configure the
Customer Accounts Hub
on the Maintain Hubs
report to:
- Add important announcements to the hub.
- Customize hub navigation.
- View and override navigation items.
- Set up external links and links to reports and dashboards in Workday.
Workday doesn't automatically add Workday-delivered navigation items to customized hubs. You can revert to Workday-delivered settings by selecting the
Use Default Settings
option on the report. Hub Overview
In the
Overview
section of the Customer Accounts Hub
, Workday displays cards with highlights on recommended features in Customer Accounts. When you configure the hub overview content, you can:
- View, add, or delete the Workday-deliveredRecommended in Customer Accountssection and cards.
- Add up to 2 quick action sections.
- Revert to the default sections and cards.