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GL-27 Corrective Actions

Purpose

The purpose of this Quick Reference Guide (QRG) is to share corrective actions for manual, spreadsheet, or interface journals, i.e., missing bank account, incorrect or invalid journal categories etc.

Introduction and Overview

This QRG covers the various corrective actions users could perform for manual, spreadsheet, or interface journals based on different journal statuses.

Batch Status Batch Status Approval Status Completion Status Where to Initiate
Corrective Action		 Corrective Actions Reference Material
Posted   Approved Complete Manage Journals Page
  • Reverse
  • Request Approval for Reversing Journal
  • Create a New Journal
 QRG: Reversing a Journal Entry
Unposted   Rejected Complete Notifications (Bell)
  • Edit Journal
  • Request Approval Again
 Video: CM-20 Correct a Rejected Journal
Unposted   Approved Complete Manage Journals Page
  • Edit (button)
  • Save (button)
  • Edit Journal
  • Request Approval Again
 None
Unposted   In Process Complete Notifications (Bell)
  • Withdraw (button); Edit Journal
  • Save
  • Complete
  • Request Approval Again
 QRG: Creating Withdrawals in NCFS
Unposted   Required Incomplete Manage Journals Page
  • Edit Journal
  • Save
  • Complete
  • Request Approval for the first time
 QRG: Editing a Journal Entry & Job Aid: CM-11 Editing a Journal Entry
Error*

Note: Specific error 
message may vary		   Approved Complete Manage Journals Page
  • Unreserve Funds*; Edit (button)
  • Save (button)
  • Edit Journal
  • Request Approval Again
  • Note: OSC to unreserve if funds-status is reserved
 None

Wrap-Up

The above matrix provides guidance around the various corrective actions users can perform for manual, spreadsheet, or interface journals based on different journal statuses.

Additional Resources

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