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?
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 and budget checks, it will move to the approval string.
- Navigate to the general ledger, GL Workcenter and select the “Create/Update Journal Entries” link.
- Select “Find an Existing Value” tab.
- The search criteria should include only business unit=UND01 and the journal ID you are searching for. Click Search.
- Select the lines tab
- Journal status = P (journal has posted)
- Journal status = E (there is a journal error that the department must correct)
- Budget status = V (the journal has passed budget check)
- Budget status = E (there is a budget error that the department must correct-see budget error quick facts)
- Select the approval tab
- Approval strings are determined by the journal class keyed during journal entry.
- A green check mark with a time stamp indicates that the journal has been approved at that stop.
- Approval strings are determined by the journal class keyed during journal entry.
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
Do you have questions about this tip? Email und.journalimports@und.edu