Page 2 - How do I Enter and Approve Treasury Accounting Entries

Approve Accounting Entries

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1. Use the edit fields to add any additional data to the accounting entry as needed.

2. Click the Updated Accounting button to update the fields you have edited.

 The Accounting Entry will save as Provisional in the Status field. The Error Status will display with a value of None to
indicate that there is no combo edits or valid chartfield errors in the accounting entry.
 If there is combo edit error, the Accounting Entry will save as an Error and you must edit your entry before the entry can
be changed to the Provisional status.
 You may choose to use an accounting template that is already pre-defined to populate the chartfields.

3. Click the Save button to update the entry.

 Click the Main Menu to the access the Cash Management link.

Navigation

Navigator > Cash Management > Treasury Accounting > View/Approve Entries

System generated or manually entered Treasury accounting entries with a Provisional status must be finalized. Compass
prevents the same user from submitting (or modifying) an entry and approving the same entry. If a user attempts to
submit/modify and approve the entry, the following message displays:

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Emory Confidential and Proprietary Last Revised on 2/8/2018 Return to Table of Contents