Updating a Budget Journal Using Journal Line Copy Down

Purpose:  Use this article as a reference on how to update a budget journal using journal line copy down in ctcLink.

Audience:  Finance or Business Office staff

You must have at least one of these local college managed security roles:

  • ZD CC Budget Inquiry
  • ZZ CC Budget Entry

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Updating a Budget Journal Using Journal Line Copy Down

Navigation: Commitment Control > Budget Journals > Enter Budget Journals

  1. The Enter Budget Journals search page displays.
  2. Select the Find an Existing Value tab.
  3. Enter Business Unit and/or additional Search Criteria to identify your budget journal.
  4. Select Search.
  5. The Budget Header tab displays.
  6. Select the Budget Lines tab.
  7. The Budget Lines tab displays.  Use it to enter the transaction lines that make up the journal, that is, the monetary and statistical amounts and the ChartField values for each transaction.

Before adding lines to your Budget Journal, optional to utilize the Journal Line Copy Down link to select and/or deselect specific columns that you'd like to copy. Select the Journal Line Copy Down link to access the Journal Entry Copy Down Option. Select/Deselect options and scroll to the bottom to select OK.

Jounral Entry Copy Down Option window displays
  1. Enter the number of lines you want to add into the Lines to add field and then select the Add a New Row [+] icon.
Adding Lines to Journal
  1. The system copies all selected fields from the previous line to the new line(s).
  2. Adjust the copied lines as needed.
  3. Select Save.
Lines have been added
  1. Process complete.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

Video Tutorial Via Panopto

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