All journal entries and imports dated in December without budget error, approval error, or other error have posted to December. If a journal in workflow was dated in December but the approval workflow was not completed prior to the third business day in January, the journal will re-start the workflow with a January date. For […]
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mmager
JE Quick Tip #7- Guides available for entering journal entries and journal imports.
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JE Quick Tip #7: Guides available for entering journal entries and journal imports. Did you know that there is a step-by-step guide that walks through entering a journal entry and a step-by-step guide for preparing a journal import? Want to learn more than one tip per week? Visit the journal entry/journal import training site here: […]
All journal entries and imports dated in November without budget error, approval error, or other error have posted to November. If a journal in workflow was dated in November but the approval workflow was not completed prior to the third business day in December, the journal will re-start the workflow with a December date. For […]
JE Quick Tip #6- I keyed a journal into finance or submitted a journal import. How do I know if the journal is moving through the system toward posting?
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JE Quick Tip #6: A journal entry can be found in PeopleSoft finance to determine the status of the entry. Once the journal has been entered and saved, the journal will automatically move during pre-defined times (approximately every two hours) to a journal edit check and journal budget check. Once the journal passes the edit […]
JE Quick Tip #5- How do I know which journal class to use?
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JE Quick Tip #5: Journal classes are used to route a journal for appropriate approvals. Each journal class has an assigned workflow of approvers based on the type of journal. Three common journal classes used by departments are: COR-To correct a previous entry CTF-To transfer cash from one fund to another IDB-To charge another department […]
All journal entries and imports dated in October without budget error, approval error, or other error have posted to October. If a journal in workflow was dated in October but the approval workflow was not completed prior to the third business day in November, the journal will re-start the workflow with a November date. For […]
JE Quick Tip #4- What is the difference between a journal entry and a journal import?
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JE Quick Tip #4: Did you know that a journal entry and a journal import have the exact same effect on the general ledger and have the same supporting documentation requirements? A journal entry is keyed directly into PeopleSoft Finance by the department and is meant to be used when there are few lines to […]
JE Quick Tip #3- How are budget errors on journal entries and imports handled?
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JE Quick Tip #3: There must be an available budget in order for a journal entry or journal import to post. Departments are responsible for addressing and resolving any budget errors associated with any journal entries or imports submitted. Did you know that the frequently asked questions page walks through reviewing budget errors on journal […]
JE Quick Tip #2- Who has access and training to enter journal entries and imports?
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JE Quick Tip #2: Entering a journal entry or creating a journal import requires an assigned role in PeopleSoft Finance. Each department on campus has someone assigned to this role, or contracts with the Shared Service Center to complete the responsibilities of this role. Assignment of this role requires the assignee to complete journal entry […]
JE Quick Tip #1- When should I use a Journal Entry vs a Journal Voucher
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Attention journal entry and journal import preparers! Stay tuned to the blog for weekly JE Quick Tips. Want to learn more than one tip per week? Visit the journal entry/journal import training site here: https://campus.und.edu/finance/training.html#journal JE Quick Tip #1: Journal entries and journal imports are used by UND departments to correct previous journal entries, record […]