9.2 Posting a Manual Journal Entry

Purpose:  Use this document as a reference to post a manually created journal entry that is already in posting status with Posting status of V and Budget status of V.

Audience: Financial Staff.

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

  • ZZ GL Journal Entry

You must also set these User Preference Definitions:

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

Note:  This is referring to when a journal is already created.  The following is also assuming the journal has been submitted for approval if that is a business practice of the college. The below example might be after a supervisor receives a journal and is ready to post.

Posting a Manual Journal Entry

Navigation:  NavBar > Navigator > General Ledger > Journals > Journal Entry > Create/Update Journal Entries

  1. The Create/Update Journal Entries search page displays.
  2. Select the Find an Existing Value tab.
  3. Enter Business Unit.
  4. Enter additional Search Criteria to identify your journal.
  5. Select Search.
Create Update Journal Entries Find an Existing Value tab
  1. The Header tab displays.
  2. If review is necessary, select each of the remaining tabs - Lines, Totals, Errors, or Approval.
Header tab
  1. When ready to to post, select the Lines tab.
Header tab
  1. The Lines tab displays.
  2. If there are no errors and the Journal Status = "V" and the Budget Status = "V", go to the Process drop down menu and select "Post Journal".
  3. Select Process.
Lines tab
  1. After the process is complete, the Journal Status will be "P" and Budget Status will be "V".
Lines tab
  1. Process complete.


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