The approver authorizes that the journal entry is necessary, correct, allowable and allocable for the PTA, is correctly coded and properly documented.
Before You Start
- The expenditure is reasonable, necessary and compliant with all university policies.
- The charges are correct, allowable for the account, allocable and properly coded.
- Charges are appropriately documented and are recorded in a consistent manner.
- Funds are available in the account being charged.
Find Journals to Approve
- Go to your Worklist
- Find your notification (sort the Type column, if necessary)
Notifications can also be received via email. The notification contains a link to the Notifications Worklist.
View Line Details in Journal Display
- To view the journal details, select the hyperlink in the Subject column for the desired journal
For multiple journals, you may select multiple checkboxes and select Open.
- Examine the Journal Display for accuracy
- View attachments (if any)
If there are attachments associated with a journal, the following message will appear at the bottom of the iJournal Line Details section of the Notification:
"If you want to view the attachment to this journal, click here."
Approve or Reject the Journal
Approvers do not have the option of modifying the journal. If an approver finds anything wrong with a journal, they must reject the journal in order to return it to the originator for modification and re-routing.
- Select Approve if the journal is correct, or enter an explanation in the Note box at the bottom of the notification
- Select Reject to return the journal to the originator for correction
Continue to Next Notification or Finish Review
- If you have additional journals to approve, repeat Steps 2 and 3
- Select Logout at the top if finished
- After the final approval, the iJournals system validates the journal a final time to ensure nothing has changed (e.g., PTA segment closed) since the transaction was submitted.
- If the journal is valid, it will post to the General Ledger. If it is not valid, the system rejects the journal and sends a notice to the originator, with copies to approvers and/or FYI recipients. The originator must update the journal and resubmit.