[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-243565-105":53,"doc-detail-243565-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","using-journal-spreadsheets-peoplesoft-budget-journal-spreadsheet-and-gl-journal-spreadsheet","Using Journal Spreadsheets - PeopleSoft Budget Journal Spreadsheet and GL Journal Spreadsheet","","Using Journal Spreadsheets provides an alternate PeopleSoft approach to creating and uploading budget and general ledger journals outside the standard journal and budget entry menus. The guide walks through loading the Budget Journal Import Template, configuring journal header and line fields, exporting to a text file, saving the workbook, and importing into PeopleSoft. It also details the GL spreadsheet workflow using the GL import template, macro, setup fields, journal sheet actions, line entry, importing, and continuing standard processing.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/using-journal-spreadsheets-peoplesoft-budget-journal-spreadsheet-and-gl-journal-spreadsheet/243565/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/using-journal-spreadsheets-peoplesoft-budget-journal-spreadsheet-and-gl-journal-spreadsheet/243565.png","ImageObject",442,249,{"name":88,"@type":89},"Sophia Brooks","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-21","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":35},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the purpose of using journal spreadsheets in PeopleSoft?","Question",{"text":108,"@type":109},"It enables creating and exporting budget and GL journal data using Excel templates instead of the standard PeopleSoft journal and budget entry menus.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How do you prepare a Budget Journal Spreadsheet for PeopleSoft import?",{"text":113,"@type":109},"Load the Budget Journal Import Template, add the PS Budget Journals add-in, create the new spreadsheet, fill in journal header and line fields, export to a text file, save the workbook, then import the text file in PeopleSoft.",{"name":115,"@type":106,"acceptedAnswer":116},"What steps are involved in creating a GL Journal Spreadsheet?",{"text":117,"@type":109},"Load the GL Journal Import Template, macro, and log, run Setup to fill required fields, choose New/Edit/Delete/Copy for journal sheets, enter journal header and line data, then use Import Now and upload through the PeopleSoft menu.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},243565,1791446445,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":35,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":76,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":9},962084925636,"https://ap-avatar.wpscdn.com/davatar_994ba38a5ba835b3df7d355c54d3ed8d","Using Journal Spreadsheets  \nThis is an alternate way to create journals in PeopleSoft other than using the normal Journal and Budget journal entry menu items.  \nBudget Journal Spreadsheet  \n1. Load “Budget Journal Import Template “(Budget Journal Import Template.xlsm) to a folder on your network drive  \n2. Open the macro and select “Add-Ins” from the excel menu  \n3. After selecting Add-ins on the far left a Menu Command box will open showing “PS Budget Journals”  \n4. Select the menu item “PS Budget Journals” and select ”Create New Budget Journal Spreadsheet”. This will display a new Book .xlsx for entry.  \n5. There is a Journal header section and journal line section  \n6. Journal Header:  \na. Business Unit – Select the appropriate business unit from drop down box.  \nb. Journal Id-defaults to NEXT do not change  \nc. Journal Date – Enter the starting period (eg: Fiscal year FY16 = 7/1/2015  \nd. Ledger Group – defaults to “CC_EXP – Exp Comtmnt Cntrl Ledger Group”  \ne. Budget Entry Type – Select from drop down list – 0 – Original defaults. Original budget should always be 0. Adjustments after load will be 1 – Adjustment, 2-Budget Transfer  \nf. Description – free format entry for Journal  \n7. Journal Lines:  \na. Budget period-must be the Fiscal year (eg: FY16 = 2016)  \nb. Fund – Enter fund or copy from external worksheets  \nc. Dept Id – Enter department or copy department Id from worksheets  \nd. Activity – copy Activity from worksheets  \ne. Account – copy from worksheets  \nf. Operation Unit – Copy from worksheets  \ng. Amount – copy from worksheets or enter Value in format-9999999999.999 (eg:  \n488420.000 or-175000 .000)  \nh. Line Description – enter a description for each line can be the same  \n8. After entry of data, select “Export Budget Journal as a file” from the menu  \n9. Create Text File a new window will pop up  \n10. Browse to the folder you want to save the txt file  \n11. Give the txt file a name  \n12. After the path and name will appear in the window  \n13. Select “Create Export File”. When the Create indicator is at 100% you can select “Close”  \n14. Text file has been created  \n15. “Save As” giving the current Book the same name as the .txt to a folder as a .xlsx workbook  \n16. Go to step 5 above and create an open a new book.  \n17. Continue until all journals complete  \n18. Once complete Import the text file into PeopleSoft  \n19. From the PeopleSoft main menu, navigate to the following  \na. Main Menu>Commitment Control>Budget Journals>Import Budget Journals  \nb. Follow PeopleSoft instructions to load text file.  \nGL Journal Spreadsheet  \n1. Load “GL Journal Import Template”(GL Journal Import Template.xlsm),”GL Journal Macro”(JRNLMCRO.xlam) and “GL Journal Log”(JrnlLog.xls) into the same folder on your network drive  \n2. Open the macro “GL Journal Import Template.xlsm “  \n3. Select “Setup” from the menu  \n4. Fill in the required fields  \na. Business unit  \nb. Date  \nc. User Id  \n5. Then click “OK”  \n6. Select an option from Journal Sheets:  \na. “New” to build a new Journal  \nb. “Edit” to edit an existing  \nc. “Delete” to remove a journal  \nd. “Copy” from an existing Journal.  \nThese options only affect the spreadsheets not after a journal has been uploaded.  \n7. You will be prompted for a Journal Sheet Name  \n8. Under Journal Header select the “Plus Sign”  \n9. Enter the journal header information  \n10. Select OK  \n11. Under Journal Lines select the “Plus Sign”  \n12. Enter your line data  \n13. When complete “Select Import Now”  \n14. Then proceed to PeopleSoft Menu  \na. Main Menu>General Ledger>Journals>Import Journals>Spreadsheet Journals  \nb. Import your journal  \n15. After Journal is uploaded process as normal","cbCaijEBwXEmRDWW","https://ap.wps.com/l/cbCaijEBwXEmRDWW","pdf",103659,"English","# Using Journal Spreadsheets\n## Budget Journal Spreadsheet\n## GL Journal Spreadsheet\n## Import Into PeopleSoft","[{\"question\":\"What is the purpose of using journal spreadsheets in PeopleSoft?\",\"answer\":\"It enables creating and exporting budget and GL journal data using Excel templates instead of the standard PeopleSoft journal and budget entry menus.\"},{\"question\":\"How do you prepare a Budget Journal Spreadsheet for PeopleSoft import?\",\"answer\":\"Load the Budget Journal Import Template, add the PS Budget Journals add-in, create the new spreadsheet, fill in journal header and line fields, export to a text file, save the workbook, then import the text file in PeopleSoft.\"},{\"question\":\"What steps are involved in creating a GL Journal Spreadsheet?\",\"answer\":\"Load the GL Journal Import Template, macro, and log, run Setup to fill required fields, choose New/Edit/Delete/Copy for journal sheets, enter journal header and line data, then use Import Now and upload through the PeopleSoft menu.\"}]","Using Journal Spreadsheets - PeopleSoft Budget Journal Spreadsheet and GL Journal Spreadsheet | PDF",1789205643]