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Administrator Guide
Last Updated: 2024-09-20
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Run Account Certification Sets in AP&C

Run Account Certification Sets in AP&C

  • Create an account certification set and assign account certification roles to employees.
  • Trial balance is ready for approval.
  • Security: These domains in the Financial Accounting functional area:
    • Set Up Account Certifications
      .
    • Process: Account Certifications
      .
    • These domains in the System functional area:
      • Drive
      • Worksheets
In Adaptive Planning and Consolidation (AP&C), you can run the account certification sets to:
  • Generate and route account certifications to the assigned employees for their necessary action.
  • Generate workbooks (if using Worksheets) with the latest ledger account balances.
To avoid duplicate certifications, run an account certification only once for a period. If you need to rerun the account certification, first cancel the existing account certification from the related actions menu of the account certification.
You can configure your account certification process to route certifications to reviewers and approvers, with or without worksheets. You can also set up condition rules to bypass the routing for approval of accounts with no activity.
If using Worksheets, always click
Refresh Grid Data
 from the first sheet before submitting to ensure that workbook has consistent data.
Click
Save for Later
 on your certification before you navigate back to the workbook to refresh the data.
  1. Edit Business Processes.
    Add steps to the
    Account Certification Event
     business process to route account certifications to employees assigned to the account certification roles.
    (Optional) Configure additional conditional rules for the
    Account Certification Event
     business process to certify ledger accounts automatically that have no activity for the fiscal period.
  2. Access the
    Run Account Certification Sets
     task.
  3. As you complete the task, consider:
    Option Description
    Company/Company Hierarchy
    You can select multiple companies or company hierarchies.
    All companies in a company hierarchy must have the same ledger currency.
    Account Certification Set
    You can select multiple account certifications.
    Account Certification for the Selected Set
    Select:
    • All Account Certifications
       to certify ledger accounts or ledger account summaries for all account certifications.
    • Select Account Certification
       to certify or recertify ledger accounts or ledger account summaries for specific account certifications.
Workday initiates the
Account Certification Event
 business process and for accounts with:
  • Activity, routes for approval as configured. If you configured the certification to include worksheets, Workday routes the worksheet and certification.
  • No activity (if you've configured the additional conditional rules), Workday automatically certifies the accounts.