Entering Data into Journals

To enter data into journals:

On the Home page, click Tasks.
Select a journal from your Worklist.
Click the Tasks icon to toggle the display between All Tasks or My Tasks.
- To search for a specific journal, enter the full or partial name of the journal in the Search field.
- Click the Filter icon to select filters for the Worklist.
When you open a journal, the system displays the journal Year, Period, Journal ID, Prepared By, and Post Status at the top.
Enter journal data:
- The journal has a header section, you can enter data into the fields in the header.
- The journal has detail section, click Add (+) to add detail rows and enter data.
Optional: Click Refresh to refresh the journal data.
When you are done with the journal, from the Actions menu, select an available action:
- Validate - Validate the journal data.
- Submit - Submit the journal.
- Approve - Approve a submitted journal. When all reviewers have approved a journal based on the Workflow, the status changes to Closed.
- Reject - Reject a submitted journal. When a journal is rejected, responsibility returns to the Preparer, and the status changes to Open with Preparer.
The journal actions that are available depend on the journal status.
To export the journal data, from the Actions (...) drop-down in the detail section, select Export to Excel and follow the prompts.

Note:

When migrating Enterprise Journals, the journal header and the line item details won't be visible when you've the following three scenarios: