Before creating a spreadsheet journal entry using these templates, it is recommended to review the following guides:

Here are a few tips on journal entry spreadsheet:

  • Make sure you know your PeopleSoft User ID and Password. (To find out your PeopleSoft user name (ID) - in the portal, click on WORKLIST in upper right corner and then your ID is on the upper left of the worklist screen. If you can't remember your PS password - reset it at https://oid.prod.cu.edu/self_service/authenticate)
  • Make sure that you check the spelling of everything you enter in the journal entry spreadsheet (your PeopleSoft username, the ledger group, your source code, etc.)
  • DO NOT use excel functions to delete rows, hide columns, move columns, etc. This must be done by using the Configure feature (see instructions above).