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Administrator Guide
Last Updated: 2025-02-07
Include Messages in Customer Statement Documents

Include Messages in Customer Statement Documents

Security:
Set Up: Financial Messages
 domain in the Common Financial Management functional area.
You can add financial messages to the customer statement documents that you print in PDF format. Example: Add a message to remind that the payments are due at the end of the month.
You can't add financial messages to these customer documents:
  • Consolidated customer invoices.
  • Customer invoices.
  • Dunning letters.
  • Netting statements.
  1. Access the
    Maintain Financial Messages
     task.
  2. Add a new financial message.
  3. Complete the grid:
    Option Description
    Restrict Type to
    Select 1 or more financial documents for the financial message. Examples:
    • Customer Statement
    • Expense Report
    • Supplier Contract
    When you don't select any option, Workday includes the message for all documents that support financial messages.
    Financial Message Name
    Enter the name for your financial message. Example:
    Service Charge
    .
    Financial Message
    Enter the financial message. Example:
    Please submit your payment by the end of the month.
    Usage Count
    Displays how many documents use this message.
    You can delete financial messages only when their usage count is zero.
  4. Click
    OK
    .
You can add or remove the customer statement financial messages on these tasks:
  • Create Customer Statement Print Layout
  • Edit Customer Statement Print Layout
Access the
View Customer Statement Print Layout
 report to view the financial messages for customer statements.