Overview

Auto-created journal entries are well-formatted and suitable for importing into your GL system. This article explains how to view and manage summary journal entries for an accounting period.

How to manage summary journal entries

Summary journal entries are available for review and analysis after journal runs complete.

Navigation: Click your username at the top right, navigate to the Finance > Accounting Periods > Accounting Periods tab, and select the accounting period. Click the Summary Journal Entries tab. You can also access summary journal entries from a journal run. See Journal Runs for more information.

For summary journal entry column descriptions, refer to Summary journal entry column descriptions.

View a summary journal entry

You can view the details of a single journal entry and edit basic information or download transaction details.

Navigation: Click your username at the top right, navigate to the Finance > Accounting Periods > Accounting Periods tab, and select the accounting period. From the Summary Journal Entries tab, click the journal entry link, such as JE-00000040. The summary journal entry is displayed.

You can:

• Edit basic information on a summary journal entry, such as add a note about this summary journal entry and update the Transferred to Accounting status.

• Download transaction detail on a summary journal entry.

• View accounting codes and amounts in the journal entry.

• Cancel and delete the journal entry .

• View change history.

To learn how to view of edit basic information, refer to View or edit basic information.