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Administrator Guide
Last Updated: 2026-09-18
Workday Customer Accounts Hub

Workday 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-delivered
    Recommended in Customer Accounts
     section and cards.
  • Add up to 2 quick action sections.
  • Revert to the default sections and cards.

Collections Action Cards

You can use collections action cards in
Collections
Overview
 on the
Customer Accounts Hub
 to track follow-ups, review collections performance, and open common collections tasks without searching for each report or task separately.
Card
Description
My Follow-Ups Due Now
Includes invoices with a follow-up date on or before today, not only invoices due today, including the overdue follow-ups.
My Follow-Ups Due Later
Includes invoices with a follow-up date after today, sorted in ascending follow-up date order.
Invoices with Missing PO
Includes invoices with no customer purchase order number. Use this card when your collections process depends on PO numbers for payments. If the card isn't applicable, you can hide it on the
Maintain Hubs
 report.
Write-Offs Created This Month
Includes the number of invoice write-offs created this month, grouped by reason.
Workday displays only the cards, reports, and tasks permitted by your security access. You can only access the invoices and customers you are authorized to access through customer-segmented security.
You can hide or reorder the collections action cards on the
Maintain Hubs
 report. Example: Remove the
Invoices with Missing PO
 card when PO tracking is not part of your collections process.