r/Workday_help

I’m facing a scenario in Workday where payments received without an invoice are getting posted to a different account based on the standard Account Posting Rule “Unapplied On-Account Payment.”

However, my requirement is to have these payments posted directly to a revenue account, so that we can avoid doing manual corrections later when the invoice is created.

I tried creating/updating an Account Posting Rule, but I’m running into a limitation — there’s no option to select Customer as a dimension, so I can’t drive the posting logic based on the customer.

Has anyone faced a similar issue?
What are the possible ways to handle this requirement or any recommended workaround?

Trying to fire off a notification based on answers in referral questionnaires. No luck. Any pointers? I can get the t/f calc field, lrv or esi none of them seem to be consistent.