Journal entries correct errors, or move funds between ChartFields.
Request a Journal Entry
When you need to correct an error, but are not sure what needs to be done, contact your Statement of Activity coordinator before requesting a journal entry.
If your journal does not post properly, there could be an error on the journal lines or on the journal approvals.
Journal Entry Resources
Journals can have tricky rules and requirements. Refer to the following resources for more details on journal processing:
- Journal Entry Transfer Account Instructions (Transfer Account Matrix) explains the various rules regarding journal transfers and when they are allowable.
- Journal Entry Training Guide (PDF) explains the process of creating a journal and the various requirements needed.
- Journal Entry Upload Template (XLS) write out a journal completely before uploading it into the M-Pathways System.
- List of Account Codes for Journal Entry Use (XLS) lists all current account codes in the M-Pathways System and the restrictions on those account codes based on Fund type.
Designate an Alternate Approver
If you will be out of the office for a period of time, you can designate a temporary approver in your absence. This must be set up by the current approver in M-Pathways.
Designate an Alternate Approver Instructions
Available Journal Entry Training
The SSC offers a two-part course called ABC’s of Accounting. This course reviews uses for journal entries and covers the rules and restrictions that apply to journal entries.
You can register for an upcoming session using the following links:
Session 1: ABCs of Accounting – AC100 (Chartfield Overview)
Session 2: ABCs of Accounting – AC200 (Revenue/Expense Types & Journal Entry)
Please email us – accountingcustomerservice@umich.edu to find out when the next course is available.
