Adaptive Planning and Consolidation

July 24, 2026

Financial Accounting in AP&C

Setup Considerations: Account Reconciliation in AP&C

Removed a limitation that stated that Workday doesn't provide an audit trail for reconciliations. This functionality is now available. See Concept: Account Reconciliation Workspace in AP&C.

July 10, 2026

Financial Accounting in AP&C

Setup Considerations: Account Reconciliation in AP&C	Updated the Reporting section to describe the Business View for Account Reconciliations business view data source and report fields.
Set Up Account Reconciliation Definitions in AP&C	Updated to describe additional values that Workday populates automatically in certain situations.
Steps: Add Reconciling Items to Account Reconciliations in AP&C	Updated with description of new Related Balance prompt.
Concept: Account Reconciliation Hub in AP&C	Moved information about the View Reconciliation Workspace report into a new topic, Concept: Account Reconciliation Workspace in AP&C.
Concept: Account Reconciliation Workspace in AP&C	Describes the concept of the View Reconciliation Workspace report in AP&C.

June 12, 2026

Financial Accounting in AP&C

Steps: Set Up Account Reconciliation in AP&C	Updated with new step 6 about mass assigning users to roles on account reconciliation definitions.
Set Up Account Reconciliation Definitions in AP&C	Updated the Next Steps section with information about mass assigning users to roles on reconciliation definitions.
Mass Assign Account Reconciliation Preparers and Approvers in AP&C	How to mass assign users to preparer and approver roles on account reconciliation definitions in AP&C.
Concept: Account Reconciliation Hub in AP&C	Describes the concept of the Account Reconciliation Hub and the View Reconciliation Workspace report in AP&C.
Reference: Autocertification Conditions in AP&C	Provides additional information about the conditions required to autocertify account reconciliations in AP&C.

May 29, 2026

Financial Accounting in AP&C

Setup Considerations: Allocations in AP&C	Updated with new Question to Consider about segmented security on ledger accounts.
Setup Considerations: Account Reconciliation in AP&C	Added Question to Consider about adding custom validations on supporting balances and reconciling items.
Steps: Set Up Account Reconciliation in AP&C	Added new step about adding custom validations on supporting balances and reconciling items.
Steps: Add Supporting Balances to Account Reconciliations in AP&C	Updated to describe how Workday automatically populates certain fields and prompts.
Steps: Add Reconciling Items to Account Reconciliations in AP&C	Updated to describe how Workday automatically populates certain fields and prompts.

May 15, 2026

Financial Accounting in AP&C

Steps: Set Up Alternate Fiscal Year Consolidations in AP&C

Updated the Context to clarify the requirements.

May 1, 2026

Financial Accounting in AP&C

Setup Considerations: Account Reconciliation in AP&C	Updated Business Process section with information about email notifications.
Steps: Set Up Account Reconciliation in AP&C	Updated step 2 with information about disabling email notifications.

April 17, 2026

Financial Accounting in AP&C

Calculate Equity Pickup Results in AP&C

Removed the note about only running 1 equity pickup rule at a time, as it no longer applies.

March 13, 2026

Financial Accounting in AP&C

Setup Considerations: Revaluation in AP&C	Added information about running revaluation by accounting date.
Run Revaluation in AP&C	Added information about running revaluation by accounting date.
Setup Considerations: Account Reconciliation in AP&C	Information to consider before setting up account reconciliation in Adaptive Planning & Consolidation.
Steps: Set Up Account Reconciliation in AP&C	How to set up the account reconciliation functionality in Adaptive Planning and Consolidation.
Steps: Set Up Roles for Account Reconciliation in AP&C	How to set up assignable roles for account reconciliation in Adaptive Planning and Consolidation.
Set Up Account Reconciliation Definitions in AP&C	How to set up account reconciliation definitions in Adaptive Planning and Consolidation.
Check Reconciliation Definition Coverage in AP&C	How to confirm that all ledger accounts are covered by an account reconciliation definition in Adaptive Planning and Consolidation.
Create Reconciliations for Fiscal Periods in AP&C	How to create reconciliations for fiscal periods in Adaptive Planning & Consolidation.
Steps: Prepare Account Reconciliations in AP&C	How to access and prepare reconciliations for certification in Adaptive Planning and Consolidation.
Steps: Add Supporting Balances to Account Reconciliations in AP&C	How to add supporting balances to reconciliations in Adaptive Planning and Consolidation.
Steps: Add Reconciling Items to Account Reconciliations in AP&C	How to add reconciling items to reconciliations in Adaptive Planning & Consolidation.
Steps: Process Basic Account Certifications in AP&C	Updated to add link to Account Reconciliation feature.
Create Workbook Template Definitions for Basic Account Certification in AP&C	Updated to add link to Account Reconciliation feature.
Create Basic Account Certification Sets in AP&C	Updated to add link to Account Reconciliation feature.
Run Basic Account Certification Sets in AP&C	Updated to add link to Account Reconciliation feature.
Decertify Basic Account Certifications in AP&C	Updated to add link to Account Reconciliation feature.
Certify Account Balances in AP&C	Updated to add link to Account Reconciliation feature.
Configure Account Certification Dashboard in AP&C	Updated to add link to Account Reconciliation feature.
Concept: Account Certification Dashboard in AP&C	Updated to add link to Account Reconciliation feature.