Page 1 - How do I Add Data to Compass

How do I Add Data into Compass?

How do I Add Data into Compass?

Overview

To add data into Compass, you need to determine exactly what you want to add and where it is located
within Compass.
Navigation

General Ledger > Journals > Journal Entry > Create/Update Journal Entries

Adding Data

When you navigate to a component, you will usually see two tabs on the page. The Find an Existing
Value tab is used to search for existing data, while the Add a New Value tab is used to add new data
into the system.

• On the screen shot shown above, you specify three
pieces of information on the Add a New Value page –
the Business Unit, the Journal ID, and the Journal
Date. When you are adding data in other
components, you may be requested to specify other
information, such as the Employee ID or a SETID.
• After entering the required information, click the Add
button. The first page of the component you selected
displays. You can now enter data for the task you are
working on.
• After entering the necessary data, click the Save
button. If you have not entered all required
information, a warning message similar to the one
below displays to let you know what information is
missing. The system will also navigate to the page
where the required data is located.

Click the OK button on the warning
message, enter the required
information, and click the Save
button again. Once a page is saved
and data committed to the
database, you can continue
working on additional tasks in
Compass.

Need Additional Help?

For additional help, please contact the Finance Support Center in one of two ways:

Online: https://eufinancesupportcenter.force.com/login?
Phone: 404-727-7000 Mondays| 9:00 am – noon; Tuesday – Friday| 9:00 am – noon and 1:00 pm – 3:00 pm

Page 1 of 1

Emory Confidential and Proprietary Last Revised on 4/13/2017 Return to Table of Contents