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Administrator Guide
Last Updated: 2026-03-13
Reference: Close and Consolidate Capabilities

Reference: Close and Consolidate Capabilities

You can view high-level feature descriptions for the capabilities in this product area.

Account Reconciliation

Provides the ability to certify the accuracy of account balances during period close and supports the decertification of previously certified accounts.

Consolidation Data Capture

Provides the ability to import trial balance data into Workday. The functionality supports the ability to:
  • Cancel and correct summarized general ledger data.
  • Manage summarized general ledger data and integration mapping.
  • Upload summarized general ledger data from external sources.

Consolidations

Provides the ability to:
  • Calculate noncontrolling interest (NCI) consolidation elimination entries.
  • Create consolidated financial statements.
  • Eliminate intercompany ledger accounts upon consolidation.
  • Record equity earnings for subsidiaries and investments.
  • Perform intercompany matching and report on intercompany account reconciliation in elimination rule sets.
  • Set up ownership details for companies that are part of company hierarchies.

Supplemental Schedules

Supports the end-to-end management of supplementary financial data into supplementary schedules. This functionality provides the ability to:
  • Streamline the collection and processing of supplementary data.
  • Aggregate schedules into a common reporting currency, complete with audit tracking.
  • Roll forward opening balances as required.

Translation and Revaluation

Supports the calculation of currency fluctuations and creation of translation adjustment journals.