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Administrator Guide
Last Updated: 2023-06-23
Steps: Process Account Certifications

Steps: Process Account Certifications

You can set up a process to:
  • Create account certifications and assign certification roles to specific employees.
  • Decertify account certifications that have ledger activities or ledger balance changes.
Workday then routes the certification or decertification to employees with the assignable roles for their review and approval.
If you're using worksheets, you can enter amounts to certify in a workbook and submit the workbook and certification for review and approval.
  1. You create a template if you want to use Worksheets to reconcile and certify your account balances.
  2. (Optional) Access the
    Create Policy Purpose and Procedure
     task.
    Create a Policy and Procedure document to identify company policies and procedures for reconciling account balances for period close.
    Security:
    Set Up: Account Certifications
     domain in the Financial Accounting functional area.
  5. Decertify previously approved certifications with ledger activity or ledger balance changes.
Use custom reports to report on completed, decertified, and open account certifications.