This job aid helps Central Office users roll beginning balances in Workday. As part of the year-end period close business process, final balances from the closing ledger/fiscal year must be rolled forward into the new ledger/fiscal year. This task can occur several times throughout the period close process to roll balances after first close, second close, etc.
Security Roles Required
Initiator(s) - To initiate this business process, you must have either the Period Close Specialist or Accounting Manager security role, as assigned.
Approver(s) - Approvals are not required.
To check your security roles, use this job aid: View Security Roles