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Roll Beginning Balances

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2.0 - Last modified on 09-09-2026 Revised by Cameron Hostetler

1.0 - Created on 07-10-2023 Authored by Gaye Bugenhagen

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.



Attachments Roll Beginning Balances.pdf