Journal Entry

Human Resources Login Finance Login catalyst.uvm.edu Finance Log In Enter your UVM Net ID and Password

Navigation: Click on General Ledger Click on Journals Click on Journal Entry

Click on Create/Update Journal Entries

Click the magnifying glass next to business unit field and select UVM01

The Journal ID field will default to NEXT The Journal Date field will default to the current date Then click Add

This will bring you to the Header Tab Begin by entering text into the Long Description Field

Next click the magnifying glass on the Source field to select your source. The Source code in the Header section should always represent the unit of the individual entering the journal. (In this example, I am using the College of Engineering and Math Dean’s Office)

Next click the magnifying glass on the Journal Class field to select IC (Internal Charges) If they are not internal charges, you would leave this field blank

Now that you have entered all of the required criteria, you are ready to move to the next step Click on the Lines Tab

Here is where you will enter your chartfield and journal information Click on the magnifying glasses next to each chartfield to select your string (account, operating unit, dept, etc.)

After you select your chartfields, on the same line scrolling way over to the right side of your screen enter the Debit Amount. The Budget Date will default to the current date, and the Journal Line Description will default in based on your Account selection in your chartfield.

You have entered your debit amount, now it is time to enter your credit amount. Do this by clicking on the plus sign to add more lines. Note if you are doing multiple journal entries, you can enter multiple lines by typing in a numeric value in the Lines to add field, rather than click on the plus sign every time.

Once the plus sign is clicked, the credit line will autopopulate Note your totals are displayed in the Totals box

Select Edit Journal from the drop down box and click Process 45203

After you click the Process button you will receive this message, and you will need to click OK, note the number will be your new Journal ID

V V Your Journal Status and Budget Status should read V (for valid) At this point you are done entering a journal for internal charges

Select Submit Journal from the drop down box and click Process

Questions