Five working documents for professional services and project billing teams running Workday. The question underneath all of them is whether the revenue you recognised can be walked back to the work that earned it.
Licensed to your organisation rather than per seat. Two are live workbooks and three are guides your team can act on without me in the room.
Forty-five scored checks across seven domains, weighted to ninety-eight points. It produces the band and the ranked gap list the rest of the set works from.
Tests recognised revenue against billings, unbilled movement and deferred movement, period by period. It flags every period that does not tie and every opening balance that disagrees with the prior close.
How fixed fee, time and materials, milestone and capped contracts each behave once they are in the tenant, and where each one quietly breaks. Written for the case where the contract in the system is not the one you signed.
Time and expense approval design, rate derivation, and the segregation of duties questions an auditor asks about who can approve their own work. Includes the period close controls that belong to services rather than to the general ledger team.
What to produce, in what order, so the close is defensible after the fact rather than reconstructed under pressure. Built to be handed to whoever runs your close, unchanged.
A full run on a specimen services business, two quarters after go-live.
| Weighted score | 54 of 98 |
| Checks answered | 45 of 45 |
| Percentage | 55% |
| Critical checks failed | 3 |
| Critical checks passed with no evidence held | 2 |
| Band | At risk |
Unbilled and cutoff carries the heaviest weight in the set because that is where services revenue goes wrong, and a specimen scoring fifty-five percent overall is failing in exactly that place.
Recognised revenue equals billings plus the movement in unbilled less the movement in deferred. If that does not hold for a period, something is in the wrong month.
| Recognised revenue | 1,284,000 |
| Billed in period | 1,150,000 |
| Movement in unbilled | 96,500 |
| Movement in deferred | (11,200) |
| Expected recognised | 1,257,700 |
| Difference | 26,300 |
| Verdict | Does not tie |
| Continuity | Opening does not match prior close |
The workbook carries the tolerance, the per-period verdict and the continuity test across periods, so a break that was papered over in one month is visible in the next. Twenty-six thousand is small enough to survive a review and large enough to be a real cutoff problem.
Every check has a second column asking whether you hold the evidence today. A critical check marked Pass with nothing behind it counts as an exposure, identically to a failure.
Answer every check Pass with no evidence held and the workbook returns one hundred percent and the band At risk. That contradiction is deliberate, and it is exactly the conversation an auditor starts.
Start with the free health check if you are not sure this is your problem yet.
The free check asks sixteen questions in its services area and does not ask about evidence. ProjectPulse asks forty-five and asks about evidence on every one, which is the whole difference between knowing and being able to prove it.
Everything in here was built from public Workday documentation, public accounting guidance and my own judgment. Nothing derives from any client engagement, and every configuration name in the guides comes with an instruction to verify it against your own tenant release.
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Not sure yet? Take fifteen minutes first and I will tell you if this is the wrong thing to buy.