Printing a GL Journal

Summary

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.

Body

   Overview   

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

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

The UGA FInancials page is displayed witth the General Ledger tile highlighted.

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

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

2. Step 2

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

3. Step 3

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

Click the Journal Entries link.

4. Step 4

The Collapse Pane menu icon is highlighted.

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

5. Step 5

The FInd an Existiing Value tab is highlighted.

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

6. Step 6

The Clear button is highlighted.

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

7. Step 7

The Business Unit field is highlighted.

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

The Journal ID drop-down arrow is highlighted.

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

The Journal ID "contains" list item is highlighted.

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

The Journal ID field is highlighted.

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

The Search button is highlighted.
Click the Search button.

12. Step 12

The Journal ID "1000000135" link is highlighted.

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

The Header page is displayed with the Attachments link is highlighted.

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

The Journal Entry Attachments pop-up window is displayed with the "2018_07_03_13_36_05.pdf " highlighted.

Click the hyperlinked File Name of the attachment.  

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

15. Step 15

The selected document is displayed with the Print button highlighted.

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

The Print pop-up window is displayed with the Print button highlighted.

Choose your preferred settings and press the Print button.

17. Step 17

The selected document is displayed with the close tab button highlighted.

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

18. Step 18

The Journal Entry Attachments pop-up window is displayed with the OK button highlighted.

Click the OK button to close the attachments page.

19. Step 19

The Header page is displayed with the Lines tab highlighted.

Click the Lines tab.

20. Step 20

The Lines page is displayed with the Process dropdown list highlighted.

To print the journal, click the Process dropdown list.

21. Step 21

The Lines page is displayed with the Process dropdown list highlighted.

Click the Print Journal option.

22. Step 22

The Process button is highlighted.

Click the Process button.

23. Step 23

The Report Manager link is highlighted.

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

24. Step 24

The Administration tab is highlighted.

When the Report Manager opens, click the Administration tab.

25. Step 25

The Administration page is displayed with the Refresh button highlighted.

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

Click the Refresh button.

26. Step 26

The Administration page is displayed with the "GLX7501 - GLX7501.pdf" link highlighted.

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

The selected document is displayed with the Print button highlighted.

The report will be displayed in PDF format.

Print using the controls from your pdf print program.  

Click the Print button.

28. Step 28

The Print pop-up window is displayed with the Print button highlighted.

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

29. Step 29

The selected document is displayed with the close tab button highlighted.

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

Details

Details

Article ID: 149814
Created
Sat 9/24/22 11:25 PM
Modified
Mon 8/3/26 5:21 PM