Page 1 - How do I Move the Line Description on the Create Accounting Page

Moving the Line Description

How do I Move the Line Description on the Create Accounting Page?

Overview

When a Direct Journal ePay or Wire Claim payment is entered in Compass, you will open the Create
Accounting Entries page to enter the SpeedType and Account, and then create the accounting entries using
the lightning bolt. (For more information, refer to the How do I Create Direct Journal ePay Deposits ? and
How do I Claim a Wire for Direct Journal Deposit? job aids.)
A separate field, Line Descr, is available on the second tab of the Create Accounting Entries page (Currency
Details) where you can enter additional details about the payment. This information is essential to provide
meaningful information in reporting. Moving the Line Descr field to the first tab will make it easier for you to
enter a line description.
This procedure must be done on the device (workstation or laptop) that you use to access Compass. If you use multiple devices,
you will be required to do this once on each device. Compass saves your Personalization settings for each device.
You can open any deposit to personalize the page.

Navigation

When creating a Direct Journal ePay deposit, Compass will automatically open the Create Accounting Entries
page.

To manually navigate to the page:

Navigator > Accounts Receivable > Payments > Direct Journal Payments >

Create Accounting Entries

1. Enter the Deposit Unit and
Deposit ID.
 The Deposit Unit and Deposit ID will be
automatically populated if you
navigated from the ePay deposit page.
1  You can leave the Deposit ID blank for a
list of all values.
2. Click the Search button.

3. Click in the Search Results list
to open the deposit.
2

3

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