What Is iJournals?
iJournals is a web-based interface to the Oracle Financials system that allows users to initiate transfers among PTAs or across Expenditure Types or Object Codes. Journal transfers are used to record transfers of money from one account (PTAEO or PFOO) to another, for example:
- "Sale" of office supplies to another department (New Journal)
- Correction of errors on Expenditure Detail Report (New Journal)
- Charge for services provided to other departments (Allocation Journal)
- Funding of a Cost Sharing Award from a gift fund (Fund Transfer)
Why Use iJournals?
iJournals is used to originate various types of transactions:
Used for most standard transfers of expenditure/expense, or transactions related to assets, liability, or revenue objects. Reference How To: Create a New Journal.
Used to allocate service center charges and other allocations of expenditures. Reference How To: Create an Allocation Journal.
Fund Transfer Journals
Used by Central and designated iJournals Specialist users to transfer funds from one fund / award to another.
Users may upload journals from an Excel spreadsheet to the iJournals database using a preformatted template. Upload journals may be used for any of the journal types. Reference How To: Create an Upload Journal and How To: Create and Upload Feeder Journals (for Feeder Owners).
iJournals helps ensure proper approval of financial transactions by prompting entry of appropriate approver designations:
Journals totaling $10,000 or more that do not automatically end-route require an approver other than the originator, regardless of the originator's approval authority. The originator must select an approver as follows:
- Fund Transfers – must be routed to the originator's manager, or to the appropriate Fund Accountant
- Reclass – must be routed to the originator's manager, or to the appropriate FAIR Accountant
- Others – must be routed to the originator's manager, or to a peer in another department, or to a Central person
How Do I Start Using iJournals?
Staff has access to Oracle Financials via their SUNet ID and password.
Visit the Access section to learn about training and authority required for new users to gain access to the various iJournals responsibilities in Oracle.