This toolkit supports those departments that have infrequent, regular or large monthly journal entry financial transactions that includes entering and editing journal entries online, budget checking and posting.

 

 

 


Web Simulations and Instruction Guides

Online Journal Entry

Completing an Online Journal Entry Simulation PDF
E2E Journal Entry PDF
E2R Journal Entry PDF
Completing a Journal Edit Simulation PDF
Budget Check Simulation PDF
Searching for a JE Simulation PDF
Changing a JE Simulation PDF
Deleting a JE that has not posted to the General Ledger Simulation PDF
Reversing a posted JE Simulation PDF
Deleting a JE attachment Simulation PDF
Creating a SpeedType PDF
Viewing Documents PDF

Spreadsheet Journal Import

Downloading Template Simulation PDF
Preparing Template Simulation PDF
Preparing Journal Simulation PDF
Importing Journal Simulation PDF
Completing a Journal Edit Simulation PDF
Budget Check Simulation PDF

Training

To register for online courses in myTraining, navigate to mytraining.hr.ufl.edu. From the myTraining Dashboard, you can search for courses using the Activity Search field in the upper left hand corner. Just type the course name, course ID or a keyword and then click Search.

After you’ve registered for training, your current enrollments display in the Training list found on the Dashboard page. To begin an online course, click the green Start button.

You can also access myTraining from myUFL using the following navigation:
Main Menu > My Self Service > Training and Development > myTraining


PST956 Online Journal Entry
In this course, participants will learn the journal entry process for departments that have infrequent to regular monthly financial transactions including entering and editing journal entries online, budget checking, and posting.The following courses are required for those who request the UF_AP_APPROVER role.

  • PST970 myUF Payment Solutions for Approvers

The following courses are required for those who request the AP_VOUCHER_PROCESSOR role

  • PST971 Paying Vendors

Only PST956 Online Journal Entry is required for those requesting the UF_GL_END_USER role and this course is also highly recommended for those with any of the following roles:

  • UF_AR_CASHIER
  • UF_AR_ CORE
  • UF_AR_ADMINISTRATOR

PST957 Spreadsheet Journal Import
In this course, participants will learn the journal entry process for departments that have large journal entries of six lines or more—including downloading and preparing the template; preparing and importing the Spreadsheet Journal into myUFL; and completing journal edits, budget checks, and posting.

Security Roles

Lists and descriptions of all UF security roles may be found on the Identity & Access Management website.

To conduct Journal Entry actions, you will need at least one of the following security roles:
UF_AP_APPROVER – used to process E2E and E2R journal entries

  • E2Es are restricted to 7xxxxx accounts
  • E2Rs are restricted to 7xxxxx and 411120, 411160, 411200, 440400, 441100-441500, 441600, 441700, 442100, 442200, 442400, 469000, and 469105 accounts

UF_GL_END_USER – used to process E2E, E2R, ONL, UPL, ISP, and DPC journal entries

UF_ AR_CASHIER, UF_ AR_CORE, UF_ AR_ADMINISTRATOR – used to process DPC journal entries

 Contact Information