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 uses of journals are: making corrections to a financial transaction on a SpeedType, and recording activity in accordance with GAAP (Generally Accepted Accounting Principles), such as accruals, allowance for bad debts, and inventory adjustments.

Journal Entry Process Overview

• FIN How-to: Journal Entry Process Overview [3]

Creating Journal Entries

• FIN How-to: Creating Journal Entries [4]
• FIN How-to: What Makes a Good Long Description [5]

Adding & Viewing Attachments

FIN 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.

• FIN How-to: What Makes a Good Attachment [6]
• FIN How-to: Adding Attachments [7]

Reversal Journal Entries

• FIN How-to: Reversal Journal Entries [8]

Adding and Changing Journal Entry Lines

• FIN How-to: Adding and Changing Journal Entry Lines [9]
• FIN How-to: ChartField Glossary [10]
• FIN How-to: Actual Journal Entry: Debit/Credit Convention [11]
• FIN How-to: Personalizing Journal Entry Line Display [12]

Editing Journal Entries and Correcting Errors

• FIN How-to: Editing Journal Entries and Correcting Errors [13]
• FIN How-to: Journal Status [14]

Posting Journal Entries

• FIN How-to: Posting Journal Entries [15]

Printing Journal Entries

• FIN How-to: Printing Journal Entries [16]

Using Notify on Journal Entries

• FIN How-to: Using Notify on Journal Entries [17]

Submitting Journal Entries

• FIN How-to: Submitting Journal Entries [18]

Copying Journal Entries

• FIN How-to: Copying Journal Entries [19]

Cash Transfer Journals

• Cash Transfer Journal Procedure [20]

Approving Journal Entries

• How-to: Approving Journal Entries [21]

Using spreadsheet journal entries will allow you to upload journal entries with a lot of lines into FIN, or, to use the spreadsheet for recurring journal entries that you create on a routine basis

Using the Journal Entry Spreadsheet [22]

• Journal Blackbox Step-by-Step [23]

Specialized instructions for the campus finance staff.

• GL Admin Workflow Approver Step-by-Step [24]