Accounting and Accounts Receivable
It’s Time to Rethink Journal Entries in Your Financial Close
For all the buzz around finance transformation, one critical process has been left behind: journal entries. Despite massive efforts to modernize the close, many finance teams are still stuck in spreadsheets, emails and late-night manual entries. The result? Delayed closes, increased risk…
October 10, 2025
A Better Way to Budget: FP&A for High-Growth SaaS Firms
In the fast-paced world of Software-as-a-Service (SaaS), the pressure on finance teams is constant. Saas businesses face unique financial planning challenges – managing recurring revenue models, fast growth expectations and investor scrutiny, to name a few. A recent episode of FP&A Done…
October 9, 2025
Workday Adaptive Planning Tips & Tricks
Importing Transactions
Manually uploading transactions into Workday Adaptive Planning is a useful method for adding data outside of automated integrations. Here are the steps you need to take to do this: Step 1: Edit the columns that will appear in your transaction report by…
October 8, 2025
IBM Planning Analytics Tips & Tricks
The TRIMRANGE Excel Formula
Have you ever referenced an entire row or column and wondered if Excel is doing too much additional processing? If so, the TRIMRANGE formula can help! The TRIMRANGE formula makes your Excel file more efficient by removing extra rows and columns from…
October 7, 2025
Why FP&A Needs a “Quarterback” Mindset Now
Financial Planning and Analysis (FP&A) leaders have long aspired to be a strategic asset, but that change has been slow to happen—until now. In a GENCFO Talks session, FP&A experts discussed evolving business complexity and rapid technological shifts demand it's time for…
October 6, 2025
Workday Adaptive Planning Tips & Tricks
How to Use the Audit Trail feature in Web Reporting
Audit Trail Search in Workday Adaptive Planning is a feature that logs every change made within the instance. This includes updates to data, setting, and user interactions. It captures detailed information such as: Who made the change? What changes were made? When…
October 1, 2025
FP&A Done Right – Season Two is Here!
If you’re in finance, planning & analysis (FP&A), FP&A Done Right – The Podcast is one of those podcasts you’ll want to follow. It focuses on real-world strategies and tools to help finance pros move beyond report generation and become strategic partners…
September 30, 2025
Workday Adaptive Planning Tips & Tricks
Cumulative Translation Adjustment Accounts
If your company has international operations, Workday Adaptive Planning provides you an easy to set up feature to track gains and losses from translating foreign currencies. Rather than having to create a calculated account with a formula, Adaptive makes it easy with…
September 24, 2025
IBM Planning Analytics Tips & Tricks
IBM Planning Analytics Tips & Tricks: Learn the Excel Focus Cell
It’s easy to lose track of your active cell when working with large worksheets in Excel. Sure, you can always glance at the Name box in the upper-left corner to see the cell reference (for example, L19), but that’s not always convenient…