Body
Overview:
- USE ALL CAPS
- Total of all Credits and Debits must equal prior to releasing project only journal
Instructions:
- Open Project Journal Entry/Proof (Menu) > Financials > General Ledger Menu > Project Accounting >Project Ledger > Project Journal Entry/Proof. Click ADD.

- In the “MAIN” section:
- Effective date should be date of event, expense etc
- Short Description:
- XFR = Transfer within or between funds
- HOLD=Temporary “HOLD” Project Journals, not to be released or posted
- Or see specific instructions for other project journal types
- Journal Reference:
- SCHL = School level entry
- ACCT =Accounting Department
- Reference 2: Event name (Broad)
- Reference 3: Event date (More descriptive then reference 2)
- TAB to General Description. Update the description to reflect what is being ordered.
- Press Accept.

- LINE 1
- In the “Journal Entry Lines” section, enter “E’ in the T (Type) column, Tab to next column.
- Enter Project String to be expensed. Click the ellipse (three dots) to choose complete project string Tab to next column
- Enter “D” (Debit) in the D/C Column to Increase Project String
- Enter the total amount to be allocated to Project String
- In comments, enter good description
- Tab to line 2

- Line 2 through last Line
- In the “Journal Entry Lines” section, enter “E’ in the T (Type) column, Tab to next column.
- Enter the project string for project string to have balance increased, Enter project string, then click ellipse (three dots) to choose complete project string Tab to next column
- Enter “C” (Credit) in the D/C column to increase Project String
- Enter the total amount to be allocated to the project string. Tab to the next column
- In comments, enter Field trip name and date (should autofill from line above)

- Tab to add additional lines as necessary
- Verify that Debits equal Credits.

- ATTACH – Attach backup documentation to TCM. Backup Documentation

- Release Project Journal Into Workflow:

- Approvers to approve in Workflow

- Accounting to Output Post

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