Page 6 - How do I Input Budget Journals to Departments

Input Budget Journals to Departments

A journal can be routed for approval with blank ChartField values, but the assumption is that either the Accounting Checker (if
applicable) or approver will review for the correct ChartFields. The entry will not post unless all required fields have valid values.
 The Edit/Post process runs every 15 minutes, the same as GL journals.
 The Compass team runs daily queries to look for budget journals in error status. The user who input the journal is notified if
the journal needs to be corrected and resubmitted.

View Approval Workflow

After the budget journal is saved, the Approval Header Status is set to Pending.

1

1. Click the Approval Header Status
Pending link.

The Approval Flow window displays.
 The Routing Map displays the stops in the approval
workflow and the current status.
 Accounting Checker (if applicable) reviews the
journal before it is routed to the approver.
 The Accounting Checker is optional based on
project owner workflow requirements.

2. Click the Multiple Approvers link to
view the approvers. Any of the listed people
can approve the journal.
 Budget journals are routed based on absolute value. A
credit (such as revenue) is treated the same as a debit
for routing purposes.
 Workflow is based on each line of the journal, which
could contain multiple departments/projects and thus
routed to different approvers.
 The journal will not post until all lines in the journal
have been approved.
 To check the status after approving, navigate to
Commitment Control > Budget Journals > Enter Budget
2 Journals and search for the journal.
 For more information about the approval process, refer
to the How do I Use Workflow job aid.

Page 6 of 7
Emory Confidential and Proprietary Last Revised on 2/7/2018 Return to Table of Contents