Finance System Learning Resources: Processing Journal Entries [1]
- Processing Journal Entries
- Journal Entries are created in the PeopleSoft Finance system when you need to make an entry to the general ledger that is not coming from a subsystem. The most common journal entry uses are: making corrections to a financial transaction on a SpeedType, and recording activity in accordance with GAAP (Generally Accepted Accounting Principles), such as accruals, allowace for bad debts, and inventory adjustments.
- Journal Entry Process Overview
- Quick Reference Guide (coming soon)
- Creating Journal Entries
- How-To Video (coming soon)
- Step by Step Guide (coming soon)
- Adding & Viewing Attachments
- FIN 9.2 allows you to electronically attach journal entry supporting documentation, rather than having to deliver the supporting documentation to your approver via email or inter-office mail.
- How-To Video - Adding Attachments [2]
- Step by Step Guide - Adding Attachments [3]
- How-To Video - Viewing Attachments [4]
- Reversal Journal Entries
- Quick Reference Guide (coming soon)
- Adding and Changing Journal Entry Lines
- Step by Step Guide (coming soon)
- ChartField Glossary (coming Soon)
- Journal Entry Debit/Credit Convention Quick Reference Guide (coming soon)
- Editing Journal Entries and Correcting Errors
- Step by Step Guide (coming soon)
- Journal Entry Status Quick Reference Guide (coming soon)
- Journal Entry Notify
- How-To-Video (coming soon)
- Quick Reference Guide (coming soon)
- Submitting Journal Entries
- Quick Reference Guide (coming soon)
- Copying Journal Entries
- Step by Step Guide (coming soon)
- Posting Journal Entries
- Step by Step Guide (coming soon)
- Printing Journal Entries
- Step by Step Guide (coming soon)
- Approving Journal Entries
- Approving Journal Entries –
- How-To Video (coming soon)
- Step by Step Guide (coming soon)
- Approval Roles – Quick Reference Guide (coming soon)
- Viewing Attachments as an Approver
- How-To Video [5]
- Step by Step Guide [6]
- Approving Journal Entries –
- Spreadsheet Journal Entries
- Using spreadsheet journal entries will allow you to upload journal entries with a lot of lines into FIN 9.2, or, to use the spreadsheet for recurring journal entries that you create on a routine basis
- Configuring Journal Entry Spreadsheet
- How-To Video (coming soon)
- Step by Step Guide [7]
- Creating Spreadsheet Journal Entries
- How-To Video (coming soon)
- Step by Step Guide [8]
Groups audience:
Controller