How To: Create a New Journal
Step 5 – Complete Approver Routing on Routinglist Screen
Depending upon the journal form type, approvers are selected based on either PTAs debited or credited.
- The journal is routed, in sequence, to the approvers and any FYI recipients listed on the routing list.
- After approval, the journal is posted to the General Ledger.
- Journal originators are responsible for monitoring the approval status of their journals. Journals must be completely approved, including end-routes, by the cut-off date each month to be included in the month's activities. See Overview: Month-End Close and refer to Month-End Close Deadlines.
- At the end of each month, the Information Systems and Reporting group will change the period of any unapproved journals in the system to the following month (e.g., the period for any November journals not approved by the cut-off will automatically be changed to December). An unapproved journal will remain active in the system until it is fully approved.