Tips:

Actuals Journals Security Access

Using the General Security Access form

For each function that you need, make the corresponding selections below on the General Security Access form.

Actuals Journals (Portal Journals)

Will you be...

  1. correcting journals previously posted to the General Ledger?
  2. transferring live funds from one chart string to another?
  3. conducting business with agencies (student organizations, alumni association, or other entities in the Fund 700 series)?
  4. recording revenue from internal sales from one department to another?

Select Journal Entry in SECTION B: GENERAL ACCESS > GENERAL LEDGER ACCESS.

Selections for the Actuals Journals (Portal Journals)
Figure 1: Selections for the Actuals Journals (Portal Journals).
Spreadsheet Journals

Will you be...

Select Journal Import in addition to Journal Entry in SECTION B: GENERAL ACCESS > GENERAL LEDGER ACCESS.

Selections for the Spreadsheet Journal
Figure 2: Selections for the Spreadsheet Journal.
Balance Sheet Journals

Will you be...