Human Resource Services
Journal Entry
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Web Simulations and Instruction Guides (PDFs)
Online Journal Entry
Completing an Online Journal Entry |
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E2E Journal Entry |
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E2R Journal Entry |
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Completing a Journal Edit |
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Searching for a JE |
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Changing a JE |
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Deleting a JE that has not posted to the General Ledger |
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Reversing a posted JE |
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Deleting a JE attachment |
Spreadsheet Journal Import
Downloading Template |
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Preparing Template |
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Preparing Journal |
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Importing Journal |
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Budget Check |
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Searching for a JE |
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Changing a JE |
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Deleting a JE that has not posted to the General Ledger |
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Reversing a posted JE |
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Deleting a JE attachment |
Training
To register for classroom or online courses, click here, log in and click Request Training Enrollment. Search by Course Name or Course Number.
PST956 Online Journal Entry 9.1
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. This course is required for those who request the UF_AP_VOUCHER_PROCESSOR or UF_GL_END_USER role and highly recommended for those with any of the following roles:
- UF_AR_CASHIER
- UF_AR_ CORE
- UF_AR_ADMINISTRATOR
PST957 Spreadsheet Journal Import 9.1
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
To conduct Journal Entry actions, you will need at least one of the following security roles:
UF_AP_VOUCHER_PROCESSOR – used to process E2E and E2R journal entries
- E2Es are restricted to 7xxxxx accounts and 530000
- 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
- General Accounting, 352-392-1326, GAHelp@admin.ufl.edu
- Contracts and Grants, 352-392-1235, CGJournal@admin.ufl.edu
- Treasury Management, 352-392-9057, tmhelp@admin.ufl.edu
