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Journal Entry

Journal Entry. Finance Login. Human Resources Login. Finance Log In Enter your UVM Net ID and Password. catalyst.uvm.edu. Navigation: Click on General Ledger Click on Journals Click on Journal Entry. Click on Create/Update Journal Entries. Click the magnifying glass next

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Journal Entry

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  1. Journal Entry

  2. FinanceLogin HumanResourcesLogin Finance Log In Enter your UVM Net ID and Password catalyst.uvm.edu

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

  4. Click on Create/Update Journal Entries

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

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

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

  8. 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)

  9. 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

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

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

  12. 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.

  13. 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.

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

  15. 45203 Select Edit Journal from the drop down box and click Process

  16. 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

  17. 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

  18. Select Submit Journal from the drop down box and click Process

  19. Questions

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