NUFinancials: Searching for Spreadsheet Journals Training Guide

This article outlines how to find a spreadsheet journal that has already been created and uploaded into the NUFinancials General Ledger.

Searching for Spreadsheet Journals

How do you find a spreadsheet journal that you created, after Accounting Services gives it a Journal ID and uploads it to the NUFinanicals General Ledger? There are three steps.

Step 1: Navigate to the Actuals Journal Search area

  • Log in to NUFinancials: nufin.northwestern.edu using your NetID and password.
  • Then: Navigator > Actuals Journal > Add/Update Actuals Journal > Find an Existing Value

Step 2: Search for the journal

If

Then

You know the Journal ID

Type the Journal ID in the Journal ID box, and click Search.

You do not know the Journal ID

Enter the following criteria, and click Search.

 Search Field Operator                                    Value
 Journal ID begins         Using capital letters, type your 3-character with mask.
Refer to related resources below if you do not know your mask.
Fiscal Year  equal to Type the current fiscal year.
Acct Period equal to Type the period in which the journal was created
Source equal to ASC
  


Step 3: Review the journal

In the list of results, click the Journal ID(s) to open and inspect the journal(s).

Related Resources

  • For a complete list of all journal masks, refer to the Financial Operations website and navigate as follows: Finance & Accounting > Journal Spreadsheet Upload Process > section titled “Department Enrollment Required for Journal Upload Process”: Journal Spreadsheet Upload Process: Financial Operations - Northwestern University
  • For detailed instructions on troubleshooting journal errors or budget errors, refer to the Troubleshooting Actuals Journals reference on the Northwestern University Training website.

For additional assistance please contact the IT Support Center at 847-491-4357 (1-HELP) option 2, or consultant@northwestern.edu.




Keywords:"spreadsheet journal" "locate actuals journal" "find actuals journal" "Journal ID"   Doc ID:111696
Owner:ESAF GL Team .Group:Northwestern
Created:2021-06-15 17:08 CDTUpdated:2021-08-06 09:28 CDT
Sites:Northwestern
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