FIN How-to: Copying Journal Entries

Copying a Journal Entry allows you to:

• Copy the original Journal Entry from a previous accounting period and record it in any open accounting period; or,
• Copy an incorrect Journal Entry and reverse the credit and debit signs so the transaction is recorded correctly in the Finance System.

Read the procedures

1. Log into the Finance System.

2. From the Finance & Accounting homepage, click on the Create/Update Journal Entries tile.

3. Click the Find an Existing Value button.

4. Enter the information about your Journal Entry in the appropriate fields.
   
   Note: Your User ID and Source automatically update. Clear this information to complete a broader search.

5. Click Search.

6. From the Header tab, select the Lines tab.

7. Use the Process dropdown menu to select Copy Journal.

8. Click Process.

9. The Journal Entry Copy page appears. Here you will:

   • Name the Journal Entry.
     • When reversing a Journal Entry, use REV in the name.
     • When correcting a Journal Entry, use COR in the name.
   • To reverse the debit and credit signs of the original Journal Entry, select the Reverse Signs checkbox.
   • Select OK.
   
   
   

    

10.  The Lines tab of the new Journal Entry will appear. You will then Edit and Submit the Journal Entry.
    Note: You may also add attachments, now from the Header tab, or later from the Upload Journal Attachment page.