General Ledger Tab

It helps you monitor workflows and maintain control over JE lifecycles It also links to related Costpoint applications.

When you open the tab, you'll see three key metrics at the top:

Field	Description
Unposted Journal Entries	This displays the total number of JEs that have been created but not yet posted or approved. Click the number to open the View Journal Entries screen.
Unposted AP Vouchers	This displays the total number of AP vouchers that have been created but not yet posted or approved. Click the number to open the View Voucher History Inquiry screen.
Unposted Cash Receipts	This displays the total number of cash receipts that have been entered but not yet posted. Click the number to open the View Cash Receipts screen.

Journal Entries by Type

This bar chart highlights the number of JEs created for the current period based on type and status. JE types are:

AJE: Adjusting Journal Entries
REV: Reversal Journal Entries
RJE: Recurring Journal Entries
RRV: Reversal Recurring Journal Entries
PJE: Project Transfer
MJE: Multi-Job Allocations
BSR: Balance Sheet Revaluation
IWA: Intracompany Work Assignment

JE status is either Approved, Pending, or Posted.

My Recent Journal Entries

This table provides a list of JEs created within the last 30 days. It helps you track recent activity and identify entries that are still pending. The table includes the following columns:

Field	Description
JE Number	This column displays the identification number for the JE. This is a clickable link that opens the View Journal Entries screen.
Date	This column displays the date when the JE was entered.
Description	This column displays the JE description.
JE type	This column displays the JE type.
FY	This column displays the fiscal year in which the JE was entered.
PD	This column displays the period in which the JE was entered.
SubPD	This column displays the subperiod in which the JE was entered.
Currency	This column displays the transaction currency.
Status	This column displays the JE status, which are: Approved Pending Posted

Note: You can sort data in ascending or descending order by clicking

in the column headers. To filter data, click

next to any column name and select your criteria.

My Pending Approvals

This table allows you to monitor JEs assigned to you for approval. The table includes the following columns:

Field	Description
JE Number	This column displays the identification number for the JE. This is a clickable link that opens the Approve Journal Entries screen.
Date	This column displays the date when the JE was entered.
Description	This column displays the JE description.
JE type	This column displays the JE type.
FY	This column displays the fiscal year in which the JE was entered.
PD	This column displays the period in which the JE was entered.
SubPD	This column displays the subperiod in which the JE was entered.
Currency	This column displays the transaction currency.
Status	This column displays the JE status, which are: Not Approved Approved-Waiting Posting