All on-line journals - including interdepartmental charges, bank deposits, and general journals - are created in Western Financials. This session is for users who need to create on-line journal entries.
This session will introduce users to the Western Financials General Ledger (GL) Inquiry screen and will focus on how to track account balances, expenditures and encumbrances for your department, programs and projects. We will also cover how the monthly statements are handled in Western Financials. Several reports have been created using a tool called PS/nVision to provide users with a wide range of reporting possibilities.
This session is for users who need to create invoices for billing customers outside the University. Through the use of several hands-on exercises, participants will be able to handle all their invoicing requirements. [Note: Billing of internal customers (i.e. other departments) is done through On-Line Journal Entries]. This session will also include Reprinting an Invoice, Searching for Customers, using the inquiry pages, and printing of reports.