Distributed Journal Entry
In mid-August Finance will begin rolling out a new distributed journal entry process to allow campus users to upload journal entries into Oracle Ebiz via the Journal Entry Tool (JET).
There will be two roles in the new distributed journal entry process:
- Preparer - Populates an Excel journal entry template with account numbers, dollar amounts, and line descriptions. The template will be available for download on the Finance Forms website.
- Processor – Inputs journal header descriptions, chooses the journal category, selects the accounting period & uploads the completed template into Oracle Ebiz via JET.
Each Planning unit will be responsible for deciding what employee(s) can be assigned these roles. There’s no limit to the number of preparers or processors a unit can have, and one person can perform both roles.
The new process will give campus users control of the timing of entries and users of JET the ability to monitor entries during the posting process. JET will automatically validate account numbers and will verify that journal entries are balanced. Staff in GAFR, Grants, OUF, Bursar, Student Orgn’s, etc., will audit entries after they are posted and will reach out with any questions or requests for additional information.
Two online training classes, one for preparers and one for processors, will be released in late July/early August. In order to gain access to the JET roles, users will be required to complete the training module(s). Once the rollout is complete departments will no longer email any entries to the Finance mailbox for entry as this will be done directly in the financial system.
Questions? Contact Kris Sano with any questions, sanok@ohio.edu.