ctcLink Reference Center

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9.2 Viewing and Updating Journal Entries

Purpose: Use this document as a reference to view and update journal entries in ctcLink.

Audience: Finance or Business Office Staff.

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

Select the Find an Existing Value tab.
Select the Business Unit field.
Select the Journal ID field.
Select the Journal Header Status list.
If you are not sure what the journal status is, select the blank value from the list. This way, the search returns the journal regardless of its header status - Select the (null) list item.
Select the Search button - and select the desired journal to view.

The Header page displays information that uniquely identifies a journal entry.
You can add attachments to your journals to provide supporting documentation. The parenthetical number indicates the number of attachments for the journal. Currently, there are no attachments - Select the Attachments (0) link.

Use the Journal Entry Attachments page to add supporting documents to the journal.
When selected, the Show to Approver? check box enables journal approvers to see an attachment (if approval workflow is enabled). If you deselect this check box, journal approvers are not able to view the deselected attachments.
The approver can access the enabled attachments and add new attachments from the Approval Attachments page (JRNL_APPR_ATT_SEC). Access this page from the Attachments link of the GL Journal Approval page (General Ledger, Journals, Journal Entry, Manage Journal Approval, Manage GL Journal Approval - Select the Journal ID link.) OR (Worklist, Worklist – Select the Attachments link).
Select the Add Attachment button to add supporting documents to the journal entry - Select the Add Attachment button.

Select the Upload button.
Notice your file now appears in the Details group box in the File Name column.
Select in the Description field.
Add a meaningful description for your supporting document.
Enter the desired information into the 2018US001 field. Enter a valid value e.g.,"US0012018 Expense Schedule".
Select the OK button.

Notice that the number of attachments displays in the link. If you select the Attachments link again, you will see that the system details have been added for the attachment as well.
Select the Save button.
Select the OK button.
Select the Attachments (1) menu.
Select the OK button.

Notice that the User, Name, and Date/Time Stamp were added once the journal was saved.
Select the Lines tab.
Use the Lines page to enter and review the general ledger transactions. Also request further processing from this page.
Use the Process field to select a task to run.

For this example, retain the default selection of Edit Journal.
Select the Process button.
Notice that the Journal Status has changed from N to V (from Needs Editing to Valid)