Journal Entry

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.

You may notice the navigation in myUFL is different than what is shown in these training resources.  Rest assured, these changes are primarily look and feel differences. All policies and procedures discussed in these materials are accurate and up to date. Training materials will be updated to reflect the new look and menu of myUFL.


To register for online courses in myTraining, navigate to 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 Journal Entry in myUFL
In this interactive session participants will learn the manual journal entry process within myUFL, including when a manual journal entry is required, types of manual journal entries, the key steps for entering and editing journal entries, common errors, and how to search or correct posted journals. 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 Journal Entry in myUFL 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:


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 Security Roles website.

To conduct Journal Entry actions, you will need at least one of the following security roles:

  • UF_AP_APPROVER – used to process E2E journal entries. * E2Es are restricted to 7xxxxx accounts
  • UF_GL_E2R_JOURNAL – used to process E2R journal entries. * 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, ONL, UPL, ISP, and DPC journal entries
  • UF_ AR_CASHIER, UF_ AR_CORE, UF_ AR_ADMINISTRATOR – used to process DPC journal entries

 Contact Information