1. WELCOME!

2. Susan Brown, CPA, Associate Controller
FINAL “SECRETS”
Susan Brown, CPA, Associate Controller

3. Signatures, signatures, signatures
Journal Entries –
Your Initials or Name Included in Submitting Office
Initiated By – You
Department Signature
Cabinet Officer REQUIRED if Over $5,000
Dates are Dates Signed and Dates Submitted - Not when you want it dated in Colleague

4. New GL ACCOUNTS
Object codes – Existing object codes can be added upon request
Specify if needed in SmartData (JPMorgan) also
Send requests to
Object codes specific to one department are to be avoided
Object codes can also be inactivated
New Department Codes
Approved by Controller
Unnecessary department codes can be inactivated

5. Journal entries – what to attach???
Try to ALWAYS attach something that will help explain the JE s, printouts, pictures, etc. are all fine.
If you are moving an expense/revenue to another object code, attach WebBudget, AHST printout, GLTB printout, or GLBA printout to show where entry currently is posted.
Object codes to use are somewhat discretionary……

6. Business Office website
From whitman.edu, use Quick Links, click on Business Office
Includes lots of helpful information
If you see something you would like added, let us know!
The Excel GL Accounts file is updated once per month
If you see something out-of-date, please let us know.

7. REPORTS
Question – What happened to our monthly reports? Answer – We’re here to help you to be the

8. That’s all of us – We’re in this together!
Thank you for your time today and all the work you do.