Journal and Ledger Inquiry - PS Financials

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Business Process: Searching Journal Entries

The following navigation options exist for searching for Journal Entries:

  1. Journal Entry>Create/Update Journal Entry page – Same capabilities as option #2, except you can’t search by period. Some values will default based on user preferences (see screen shot below).
  2. Review Financial Information>Journals – Same capabilities as option #1, but this page also allows you to inquire by FY and period (see screen shot below).
  3. Review Financial Information>Ledger Group – fewer capabilities than option #1 and #2.

Option #1 – “Find an Existing Journal” through Create/Update Journal Entries

  • General Ledger > Journals > Journal Entry > Create/Update Journal Entries
Find an Existing Value Search Tab

Business Unit: Default based on user preferences (only one GL Business unit)

Journal ID: If you know the mask or actual number this field could be used.

Journal Date:  Search by journal date

Document Sequence Number: Not being used

Line Business Unit:  N/A – Only one GL Business Unit

Journal Header Status:  Select status or blank out.

Budget Checking Header Status: Select based on budget status


Option #2 – Review Journals

  • General Ledger > Review Financial Information > Journals
Journal Inquiry Page Input Dates

Same selection criteria as option #1 plus:

Year: Fiscal  Year

From Period: Period 1 to 12 (0 for begin balances and 998 for adjustment period)

To Period:  Period greater than or equal to From Period.

Source:  Similar to Doc Dept in Advantage. See current listing below:



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Business Process: Ledger Inquiry

The following navigation options exist for searching for Journal Entries:

  1. Journal Entry>Create/Update Journal Entry page – Same capabilities as option #2, except you can’t search by period. Some values will default based on user preferences (see screen shot below).
  2. Review Financial Information>Journals – Same capabilities as option #1, but this page also allows you to inquire by FY and period (see screen shot below).
  3. Review Financial Information>Ledger Group – fewer capabilities than option #1 and #2.
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PeopleSoft (also known as "LOUIE") is NAU's student and employee information management system. ITS provides technical support for the PeopleSoft system.  

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