Purpose
The purpose of this Quick Reference Guide (QRG) is to provide a step-by-step explanation on how to view journals with the Manage Journals page in the North Carolina Financial System (NCFS).
Introduction and Overview
This QRG covers how to view journals with the manage journals page in NCFS.
Inquire and Review Journal Entries – Manage Journals
To Inquire and Review Journal Entries using the Manage Journals page, please follow the steps below. There are 11 steps to complete this process.
Step 1. Log in to the NCFS portal with your credentials to access the system.
Step 2. On the Home page, click the General Accounting tab and click the Journals app.
Step 3. Validate the Data Access Set. If the data access set is not already selected, click the Change link, and select the Data Access Set.
In this example, choose NC CASH US.
Step 4. On the Journals Landing page, click the Tasks icon.
Step 5. Under Journals section, click Manage Journals.
Step 6. On the Manage Journals page, enter information in at least one field marked with ** mark.
In this example, choose: RTR 328 Agency Internal BC entry for the **Journal Batch Starts with field and Apr-23 for the **Accounting Period field. Now, click the Search button.
Step 7. Under Search results section, click the desired Journal link.
In this example, choose, RTR 328 Agency Internal BC.
Step 8. The Edit Journal page opens. Next to the Journal Batch: RTR 328 Agency Internal BC entry section, click Show More.
Step 9. Information related to Journal Batch is displayed under the Batch tab.
Step 10. Click the Control Total tab to view other relevant information.
Step 11. Click the Action Log tab to view the actions taken on this journal batch, including approval history.
Wrap-Up
Users can manage a journal by following the steps explained above in NCFS.
Additional Resources
- Virtual Instructor-Led Training (vILT)