Attaching Documents to Multiple Journals

Purpose: Use this as a reference to attach a document to several journals at once in ctcLink.

Audience: Finance/GL Accountant/Supervisors

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

  • ZZ General Ledger Processing

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

Attaching Documents to Multiple Journals

Navigation: General Ledger > Journals > Process Journals > Upload Journal Attachment

  1. The Upload Journal Attachment search page displays.
  2. Select search criteria. Utilize the search options to identify the Journal(s) you would like to attach a document:
    • Business Unit.
    • Journal ID From and Journal ID To.
    • Source.
    • Journal Date From and Journal ID To.
  3. Once your criteria has been entered, select the Search button to populate the Journals section results.
Upload Jounral Attachment search page
  1. Select the Multiple File Attachment checkbox. The Attach Files to Multiple Journals hyperlink displays.
  2. In the Journals section, mark the Select for Multiple Attachment checkbox(es) of the Journal IDs you would like to attach a document to.
  3. Select the Attach Files to Multiple Journals hyperlink.

If you need to review or verify a Journal number, select the Journal ID number blue hyperlink to navigate to view the actual Journal.

Select journals
  1. The Multiple Journals Attachment window opens.
  2. Select the Add Attachment button.
  3. The File Attachment window displays.
  4. Select the Choose File to select file from your computer/desktop.
  5. Select the Upload button.

To add multiple documents, repeat the process starting at step 8.

  1. Optional to add a custom Description.
  2. Select the OK button to close out the window.
  3. The Upload Journal Attachment page displays. Note the Attachment are visible on the selected Journal IDs.
  4. Select the Save button.

To remove recent uploaded Attachments, from the Journals section, select the Attachments link to open the Multiple Journals Attachment window and select the minus sign to remove.

  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 Attaching Documents to Multiple Journals. This link will open in a new tab/window.

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