Welcome to Revelwood’s Knowledge Center

Accounting and Accounts Receivable
How to Eliminate Manual Matching and Speed Up Your Month-End Close
High-volume reconciliations are the bane of the accounting team’s month-end close. From bank-to-GL reconciliations to intercompany transactions, matching the mountains of data manually wastes hours — and introduces costly errors. If your team is still relying on Excel “rainbow spreadsheets” and repetitive…
August 15, 2025

Workday Named a Leader in IDC MarketScape Report for MidMarket Organizations
Our partner, Workday, has been named a Leader in the IDC MarketScape: Worldwide Enterprise Planning, Budgeting, and Forecasting Applications for Midmarket Organizations 2024 Vendor Assessment, which was issued in late 2024. The IDC study assessed vendors in the worldwide enterprise planning, budgeting…
August 14, 2025

Workday Adaptive Planning Tips & Tricks
Override Formula Settings on Calculated Accounts
Workday Adaptive Planning is a powerful tool for financial planning and analysis. One of its key strengths is its flexibility in handling data input and formula calculations. One often overlooked, but highly useful feature is the Override Formula Setting on accounts. This…
August 13, 2025

IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Excel Focus Cell
As you all know, Excel performs subtle formatting when you click on a cell to graphically show you both the row and column of your cell. For example, if I click on cell B3 then Excel will highlight the headers in column…
August 12, 2025

Workday Adaptive Planning Insights
Optimizing FP&A in Multi-Site Healthcare Organizations
Managing a multisite healthcare organization – such as a group of eye doctors or urgent care centers – is a complex endeavor. These healthcare organizations have multiple locations with diverse revenue streams. it’s critical to have a robust system for budgeting, forecasting,…
August 8, 2025

Why Scenario Planning is a Must-Have Skill for Today’s FP&A Teams
In today’s fast-changing business environment, agility is everything—and that’s where scenario planning becomes indispensable. In a recent episode of FP&A Done Right – The Podcast, titled Scenario Planning: Critical for Today’s FP&A Professionals, we unpack why this strategic tool is no longer…
August 7, 2025

Workday Adaptive Planning Tips & Tricks
Understanding Drill Down in Web Reporting
Drill down reporting is a powerful feature in Workday Adaptive Planning Web Reporting. It allows businesses to dive deeper into data for more precise insights. Here’s a quick guide to understanding its benefits and how to use it effectively. Why Drill Down…
August 6, 2025

IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: PAW Default Settings
Do you sometimes find yourself repeatedly changing your IBM Planning Analytics Workspace (PAW) settings within the view screen, the dimension editor screen, or other areas of PAW? Did you know that you can define your own defaults for many of these settings?…
July 29, 2025

Workday Adaptive Planning Insights
Workday Adaptive Planning for Managing Cash Flow
This post continues our series on how we use Workday Adaptive Planning to solve problems. Each blog post focuses on a real-world client experience where Revelwood was presented with a unique or thorny problem. We’ll explain our approach to how we solved…