This web page organizes the My LINC documentation for working with Journal Entries (JEs) in M-Pathways.
Note: All materials listed below are also included in the eLearning course GLE102 - Working with Journal Entries. This course is available to any My LINC user.
Creating a JE
Simply speaking, JEs can be thought of as a way to move funding/expenses from one set of ChartFields to another. To explain, if an expense was charged to the wrong set of ChartFields, you may need to correct it by entering a JE in M-Pathways. There are three methods for entering JEs in M-Pathways.
Create an Online JE
Copy a JE
Upload a JE
- Upload a Journal Entry (JE) Data File into M-Pathways - Step-by-Step Procedure
- Upload a DAT File to M-Pathways - Guided Simulation
- Fix a JE Upload Error - Guided Simulation
Posting a JE
Once you have successfully entered your JE(s) into M-Pathways, the file in which you entered them must be run through the Post Journal process. You can post a JE manually (the preferred method) or you can use the overnight batch process.
Manually Post a JE
- Post Journal Entries (JEs) in M-Pathways - Step-by-Step procedure
- Post a JE Manually in M-Pathways - Guided Simulation
Use the Overnight Batch Process
A batch process is automatically run nightly in M-Pathways to post JEs. If you rely on this process to post your JEs, you must run two error reports to make sure the posting was successful. In addition to the Post Journal Entries Step-by-Step procedure above, the simulation below teaches you how to run the two reports.
Approving a JE
Journal Entries (JEs) that meet certain criteria must be approved by a Department Manager or individuals designated as Authorized Approvers by the Department Manager.
- Approve Journal Entries (JEs) in M-Pathways - Step-by-Step procedure
- Authorized Approver Table Setup in M-Pathways - Step-by-Step procedure
- Deparment Managers Only
- Emails to Users during the Journal Entry (JE) Approval Process - Support Material
Troubleshooting Errors
The following document is meant to be a troubleshooting guide for errors that may result from the Edit Journal and Budget Check Journal processes. It also describes other actions you can complete from the Lines page.