Reviewing Journal Status

Summary

In this article you will learn about journal statuses and the steps for related actions in the UGA Financial Management System.

Body

   Overview   

Journal Status can be reviewed from the search pages for the Journal Inquiry and Create/Update Journal Entries. The status can also be viewed on the Lines page of the Create/Update Journal Entries component.

 

In this article you will learn about journal statuses and the steps for related actions in the UGA Financial Management System.

1. Step 1

The Employee Self Service page is displayed with the General Ledger tile highlighted.

First, log into the Financial Management System.

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

2. Step 2

The General Ledger page is displayed with the Journal Transactions tab highlighted.

The General Ledger page is displayed. 

Click the Journal Transactions tab.

3. Step 3

The General Ledger page is displayed with the Journal Entries tab highlighted.

Click the Journal Entries tab. 

4. Step 4

The minimize button is highlighted.

Click the minimize button to create a larger workspace. 

5. Step 5

The Find an Existing Value button is highlighted.

You can review the different statuses of your journals from the search page.

Click the Find an Existing Value button.

6. Step 6

The Create/Update Journal Entries search page is displayed with the Business Unit field highlighted.

The Create/Update Journal Entries search page is displayed. 

The Business Unit should default to "18000".

7. Step 7

The Create/Update Journal Entries search page is displayed with the Journal Header Status drop-down menu highlighted.

The journal status can be used to limit the number of search results.

Click the Journal Header Status drop-down menu.

8. Step 8

The "Posted to Ledger(s)" option is highlighted in the Journal Header Status drop-down list.

The available Journal Header Status options are displayed. Some of the more common ones to look for include:

Journal Entry Incomplete: All journals need to be completed in order to be posted. This status appears when you save a journal that is not balanced or lacks some of the key elements.

Journal Has Errors: The journal is complete but has encountered an error during processing.

No Status - Needs to be Edited: The journal has been saved, but the Edit Journal process has not been run.

Posted to Ledger(s): Journal processing has completed successfully.

Unposted: The journal has not yet been posted.

Valid Journal - Edits Complete: The journal is ready to be posted.

Example shown here: Posted to Ledger(s) option.

9. Step 9

The Journal Header Status filter drop-down menu is highlighted.

Click the Journal Header Status filter drop-down menu.

10. Step 10

The "not =" option is highlighted in the Journal ID filter drop-down list.

The filter options menu is displayed. Select the appropriate option.

Example shown here: not= option in the Journal Header Status field.

11. Step 11

The Entered By field is highlighted.

To review only the journals that you created, enter your MyID in the Entered By field.   

Example shown here: "GoodDog123" in the Entered By field.

12. Step 12

The Search button is highlighted.

Click the Search button.

13. Step 13

The Journal Header Status is highlighted.

The Journal Header Status column contains those items that have Errors. You can click on any item to review the errors.

14. Step 14

The Budget Checking Header Status column is highlighted.

The Budget Checking Header Status column contains information for those journals that did not pass the budget check.

Additional Information:

The table shown below should help you to understand what some of the more common statuses are.

Status Code

Explanation

N

No Status – Edit Required: The journal entry has been entered, but has not been edited or posted.

E

Errors: The journal has been edited and cannot be posted due to errors.

V

Valid: The journal has passed editing and is ready for posting.

P

Posted: The journal has been posted.

T

Incomplete: The journal entry has not been completed. This results when you turn on the Save Journal Incomplete checkbox on the Journal Header page.

U

UnPosted: A journal has been created and posted by the system to reverse the effects of a posted journal. This reverts the original journal to unposted status.

D

Deleted: The journal is deleted.

I

Posting Incomplete: Remedy by posting as soon as possible.

M

Valid SJE Model: Do not post this type of journal.

Table of contents:

 

Details

Details

Article ID: 148506
Created
Sat 9/24/22 10:46 PM
Modified
Wed 3/18/26 3:07 PM