Enterprise Journals Overview Dashboard

When you are creating journals, there may be cases where you do not want to post the journals to any ERP, but would like to simulate and test the workflows. In these types of test cases where posting is not required, you can use a Force Close action on the journal.

The Enterprise Journals Overview Dashboard displays journal status. You can view at a glance a count of Open, Late or On Time journals, and the completion status for selected journals. You can filter the list by Journal Templates, Workflow Status, Posting Status, or Target, and sort the list by Alphabetical or Count.

To view the Enterprise Journals Overview Dashboard:

  1. On the Home page, click Dashboards, and then click Overview.

  2. On the left, click Enterprise Journals Overview.

  3. From the Year drop-down list, select a year.

  4. From the Period drop-down list, select a period.

  5. Select a specific journal, or select All.

  6. Filter the journal list by selecting View By, then select an option:

    • Journal Templates

    • Workflow Status

    • Posting Status

    • Target

  7. Optional: Sort the list of journals using one of these methods:

    • Alphabetic (Ascending)

    • Alphabetic (Descending)

    • Count (Ascending)

    • Count (Descending)

  8. Optional: To refresh the list, click Refresh.