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Workday Extend

Professional Services

Germany

Turning a daily finance report into faster cash

Top-10 audit and advisory firm, German finance operations. The partner group had a daily report showing which client projects were eligible for advance invoicing, and a manual chain that turned a partner decision into a billing ticket several days later. We replaced the chain with one Extend app.

01Scope

From daily report to one-click decision.

Workday Studio ingests the PSA004 report every morning. The Extend app surfaces eligible projects to the responsible partner in a single inbox. One click approves, adjusts, or declines the advance.

On approve, the app opens a TopDesk billing ticket with the agreed amount and project metadata. The billing office picks it up the same day instead of two days later.

02Outcome

Faster cash, fewer reconciliations.

Cash conversion accelerated by ~3 days on every approved advance. Unbilled work in progress visibly down at the next finance review. Billing office reported zero reconciliations on the new flow in the first quarter.

  • Advance Payment App (live)
  • Daily PSA004 ingestion + filter
  • Approve, adjust, decline flow
  • TopDesk billing ticket on approve
  • Full code and docs handover

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