With the May 2021 BFS upgrade, journal preparers will no longer receive the warning message "You are restricted from adding journals for this accounting period" when creating a journal after the period end cut-off date. The journals can be created and approved after the period cut-off date (and before the period is closed), and no warning will be issued. However, the journal cannot be posted using the journal lines, and will also not post to the general ledger via the nightly system batch process.
Journals that were created and/or approved after the cut-off but have not posted can be viewed in the UC GL WorkCenter page in BFS, see instructions below on to access this page.
Unposted journals for a previous period can be copied with a future date and submitted for approval. Please make sure to delete all outstanding journals in previous periods.
If you have any questions, please email email@example.com.
To navigate to the UC GL WorkCenter from the BFS home menu screen, select the tile General Ledger:
From the left menu column select UC GL WorkCenter:
Navigate to page "Journals Not Yet Posted at Period End". The item will appear in red font until filter values are set-up. Filters can be set by using the "Edit Filters" link.
Select the red pencil icon to edit the filters for "Journals Not Yet Posted at Period End".
To configure the filter for ACTUALS journals:
Business Unit = 10000/J0000
Ledger Group = ACTUALS
Fiscal Year = 20xx
Source = enter your department journal source code, or select the search icon to lookup the source code.
After you refresh the page, you should be able to see the unposted journals for the journal source specified in the filter. To refresh, select the reload icon on the top menu tab for My Work.