Recalling, Deleting, Copying, or Reversing Journal Vouchers/Budget Changes in Self Service (How-to)

The instructions below will show you how to recall, delete, copy, or reverse a journal voucher or budget change from Finance Self Service.

For all options, start at the My Finance screen

1. Click My Journals and Budget Changes to begin.

1. Recalling a Journal Voucher or Budget Change

1. From the My Journals and Budget Changes screen, click on the pending document you want to recall. NOTE: Document requests can only be recalled if in Pending Journals status on the My Journals and Budget Changes screen. Documents in Completed Journals status cannot be recalled.
2. You will then see the Accounting Distribution screen.
3. Click on the More options icon (three vertical dots).
4. Click Recall Journal.
5. When prompted “Do you want to recall this Journal?”, click Yes.
6. When successfully recalled, you will see a success message in the upper right corner of the screen.
7. You will then see the journal in Draft Journals status on the My Journal Voucher and Budget Changes screen. Click on the document to modify it before resubmitting or deleting.

NOTE: See Deleting a Journal Voucher or Budget Change below to delete a document. See Creating a Journal Voucher or Budget Change in Self Service (How-to) for instructions on resubmitting.

2. Deleting a Journal Voucher or Budget Change

1. From the My Journal Voucher or Budget Change screen, click on the draft document you want to delete. NOTE: A document can only be deleted from Draft Journal status on the My Journal Vouchers and Budget Changes screen. You must recall a pending journal before you can delete it. See Recalling a Journal Voucher or Budget Change section above.
2. You will then see the Accounting Distribution screen.
3. Click on the More options icon (three vertical dots).
4. Click Delete Journal. Once deleted, the document will no longer appear in the list.

3. Copying a Journal Voucher or Budget Change

1. From the My Journal Vouchers and Budget Changes screen, click on the document you want to copy. NOTE: Use the search to help you find the document you want to copy.
2. You will then see the Accounting Distribution screen.
3. Click on the More options icon (three vertical dots).
4. Click Copy Journal.
5. When prompted “Copy Journal ‘JXXXXXXX’, check the Copy Comments box and click OK. NOTE: Once the document is copied, you will see a success message in the upper right corner of the screen.
6. A new document will appear with a new unique J#. Modify new document as needed.
   1. Enter the Transaction Date.
   2. Click UPDATE.
7. On the Accounting Distribution page, select the transaction line to make modifications.
8. When you’ve finished reviewing and are ready to submit the document, click Submit Journal.

4. Reversing a Journal Voucher or Budget Change

1. From the My Journal Vouchers and Budget Changes screen, click on the document you want to reverse.
2. You will then see the Accounting Distribution screen.
3. Click on the More options icon (three vertical dots).
4. Click Reverse Journal.
5. When prompted “Reverse Journal ‘JXXXXXXX’, check the Copy Comments box, and click OK. NOTE: Once the document has been reversed, you will see a success message in the upper right screen corner.
6. A new document will appear with a new unique J#. Modify new document as needed.
   1. Enter the Transaction Date.
   2. Click UPDATE.
7. From the Accounting Distribution page, select the transaction line to make modifications.
8. When you’ve reviewed and you are ready to submit, click Submit Journal.