Printing a GL Journal

   Overview   

The initiator can print a GL journal using the Print Journal process on the Lines page.

   Instructions   

  1. Step 1: Click the General Ledger tile.
  2. Step 2: Click the Journal Transactions link.
  3. Step 3: Click the Journal Entries link.
  4. Step 4: Click the Collapse menu button to close the left menu.
  5. Step 5: Click the Find an Existing Value tab to search for an existing journal.
  6. Step 6: Click the Clear button.
  7. Step 7: Enter "1800" into the Business Unit field.
  8. Step 8: Click the Journal ID operator list.
  9. Step 9: Click the contains list item.
  10. Step 10: Enter all or part of the Journal ID into the Journal ID field. 
  11. Step 11: Click the Search button.
  12. Step 12: Click the link for the journal you want to review.
  13. Step 13: Click the Attachments link.
  14. Step 14: Click the hyperlinked File Name of the attachment.  
  15. Step 15: You can use the Print button or press [CTRL+ P] to print the attachment.  
  16. Step 16: Choose your preferred settings and press the Print button.
  17. Step 17: Close the window for the attachment when your print is complete.
  18. Step 18: Click the OK button to close the attachments page.
  19. Step 19: Click the Lines tab.
  20. Step 20: To print the journal, click the Process dropdown list.
  21. Step 21: Click the Print Journal option.
  22. Step 22: Click the Process button.
  23. Step 23: When complete, the journal will be available on the Report Manager.
  24. Step 24: When the Report Manager opens, click the Administration tab.
  25. Step 25: Click the Refresh button.
  26. Step 26: When the report is complete, it will have a Posted status in the Status column.
  27. Step 27: Print using the controls from your pdf print program.  
  28. Step 28: Enter your printing settings as needed, click the Print button.
  29. Step 29: Click the Close Tab button when you have completed printing the journal.

In this article, you will learn to find and print a GL journal. You can use the Print Journal process when completing the initial entry of the journal.   

1. Step 1

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First log onto https://financials.onesource.uga.edu/

On the UGA Financial homepage, click the General Ledger tile.

2. Step 2

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Click the Journal Transactions link.

3. Step 3

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Click the Journal Entries link.

4. Step 4

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Click the Collapse menu button to close the left menu and open up additional workspace.

5. Step 5

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Click the Find an Existing Value tab to search for an existing journal.

6. Step 6

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Click the Clear button to clear the existing information that exists in the Search Criteria fields.

7. Step 7

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Enter any criteria that will help you retrieve the journal you want to review. You must enter a Business Unit to search.

Enter "1800" into the Business Unit field.

Note: 18000 is the assigned Business Unit assigned to the University of Georgia.

8. Step 8

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The quickest way to locate a journal is by using the Journal ID assigned by the system, if you have it.

Click the Journal ID operator list.

9. Step 9

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You can avoid the leading zeros on a Journal ID number if you use the "contains" operator.

Click the contains list item.

10. Step 10

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Enter all or part of the Journal ID into the Journal ID field.  

Example shown here: enter "135" into the Journal ID field.

11. Step 11

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Click the Search button.

12. Step 12

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Search results that match the criteria you entered will be listed. Click the link for the journal you want to review.  

Example shown here: click the 1000000135 link.

13. Step 13

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The Header page for the selected journal opens.

From this page, you have the ability to print any attachments submitted with the journal.

Click the Attachments link.

14. Step 14

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Click the hyperlinked File Name of the attachment.  

Example shown here: click the 2018_07_03_13_36_05.pdf link.

15. Step 15

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The document will open. You can use the Print button or press [CTRL+ P] to print the attachment.  

Example shown here: press the Print button.

16. Step 16

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Choose your preferred settings and press the Print button.

17. Step 17

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Close the window for the attachment when your print is complete.

18. Step 18

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Click the OK button to close the attachments page.

19. Step 19

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Click the Lines tab.

20. Step 20

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To print the journal, click the Process dropdown list.

21. Step 21

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Click the Print Journal option.

22. Step 22

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Click the Process button.

23. Step 23

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When complete, the journal will be available on the Report Manager.

24. Step 24

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When the Report Manager opens, click the Administration tab.

25. Step 25

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If you don't see the report in the Report List, refresh the screen.  

Click the Refresh button.

26. Step 26

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When the report is complete, it will have a Posted status in the Status column. You can click the hyperlinked Description to open the report.  

Example shown here: click the  GLX7501 - GLX7501.pdf  link.

27. Step 27

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The report will be displayed in PDF format.

Print using the controls from your pdf print program.  

Click the Print button.

28. Step 28

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Enter your printing settings as needed, click the Print button.

29. Step 29

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Click the Close Tab button when you have completed printing the journal.