Such backup documentation can be an Excel file, a .pdf file, a Word document, an email, or any other document that supports the amounts and the purpose of the journal entry.  Backup may also be in the form of a descriptive paragraph composed by using the Short Text box. Backup should never include a screenshot of the current journal entry itself or a copy of the template used to upload the current journal entry, since such backup serves no purpose and actually slows down the review process. Some Examples of supporting documentation are: 

• General Ledger Account Detail, Inquire on detail balances, or other financial reports that show the transactions and accounting strings
• Excerpts from agreements or arrangements
• Correspondence with details of the transaction and purpose
• Approvals from schools/departments for the sharing of costs
• For expenses being allocated or split, an attachment showing the methodology for determining the allocation or split should be provided

Effective as of FY23 there will be no forms or templates available for Journal entries.

• The journal entry process is changing in Employee Space. Please reach out to your Financial Partner and Financial Specialist.

• Here is a document that explains the new account structures for Employee Space. 

• Access was removed effective 06/24/2022 and BIS Reporting Portal should be used for historical data. Please see the Commons for information on the New Employee Space.