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This article will walk you through how to review already created journals.
- To begin, from the Workday homepage, search for and select the My Organizations Created Journal Lines report.
- In the filter, enter the desired organization(s) & other fields as you need. See explanations below:
- Organization: Select or enter one or more organizations you believe to have created a journal entry for.
- Year: Enter the fiscal year.
- Period: Optional – Not Required; Can enter one or more periods to narrow your search. If a period is not entered, your results will show journals from all periods of the fiscal year selected.
- Journal Entry Status: Defaults to Created & Reserved. This report’s purpose is to navigate back to a journal entry you’ve created and saved for later. For worktag detail, please use the ACU Find Journal Lines for Organization report.
- Ledger Accounts and Summaries: Optional – Not Required; Can enter ledger accounts or summaries to narrow your search.
- Click OK.
- This will give you a list of Created & Reserved journals in the selected Organization.
- Once you have found a journal that you’d like to edit & submit, click on the Related Actions next to the magnifying glass in the Journal column, hover over Journal, click Edit or Edit (Errors Only).
- From here, you can edit the journal entry & Submit.
- If you have journals in Reserved status, you do not have to take action. This report can help you get back to the journal if needed. You can also scroll to the right & see the Awaiting Persons column to see who your journal is with for approval.