Mass Updating Journal Date from GL WorkCenter (Fluid)
Purpose: Use this document as a reference to update the date of multiple journals that are not posted in a closed month.
Audience: Finance or Business Office Staff.
You must have at least one of these local college managed security roles:
- ZZ GL Journal Entry
If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.
Navigation: From your personalized homepages, select Finance & Accounting, then select the tile General Ledger WorkCenter.
- Select the General Ledger WorkCenter tile.
- Within the task area on the left side navigation, select Journals Not Posted.
- On the right side work area for Journals Not Posted, select the desired journals to update by selecting the checkbox next to the journal number.
- Select the Actions icon.
- Select Update Journal Date from the Actions menu.
- The Update Journal Date displays.
- Enter the appropriate Journal Date.
- Select the Submit button.
- An alert message displays. Select the OK button.
- Process the journal(s) as normal (for example, post or submit for approval and email).
- 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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