Personalize Journal Pages

Purpose:  Personalize journal pages from the Create/Update Journal Entries page in ctcLink.

Audience:  Finance staff.

Recent updates to PeopleSoft have changed the way we personalize sections on the Create/Update Journal Entries page.  Although we are demonstrating only one page, these same updates will be applicable to other pages as well where you find the Personalize link has been replaced by the Action Grid Menu icon.

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.

Personalize Journal Pages

You can Personalize new, valid, or posted Journal pages and customization changes will be saved for future use. Easy to modify again whenever  needed.

Navigation: General ledger > Journals > Journal Entry > Create/Update Journal Entries

  1. The Create/Update Journal Entries search page displays. Select the Find an Existing Value tab.
  2. Enter the desired Search Criteria as needed.
  3. Select the Search button.
  4. The Header tab on the Create/Update Journal Entries page displays. Select the Lines tab.
  5. The Lines tab displays.
  6. Select the Grid Action Menu icon.
  7. Select the Personalize list item.
Select the personalize option
  1. The new Grid Customization window displays.  This is where you can now personalize fields in the Lines section of the page.  
  2. The options to personalize this page include:
    • Hidden - select the checkbox in the Hidden column for fields you do not need to display on the page.
    • Frozen - select this checkbox so that the order cannot be changed.
    • Column order - define the order to display on the page by assigning a numerical value to each field.
    • Sort Order - allows you to prioritize the data in the order important to you.
  3. Once you have finished personalizing, select the OK button to return to the Create/Update Journal Entries page.

You can repeat this process in any Finance Module section and/or page that you see the Grid Action Menu icon or the word Personalize.

Grid customization page
  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

View the external link to Personalize Journal Pages. This link will open in a new tab/window.


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