How to Enter a Journal Entry Through Banner SSB
Log into SSB:
- Go to https://it.usu.edu/banner/ then select Banner SSB/Access.
2. Log in using A# and password
3. Click on the Finance tab and select My Journals
4. Click on Create Journal in the top right-hand corner. This section is considered the header page.
5. Enter Transaction Date
6. Enter Distribution Total - (Same as document total)
7. Enter Journal Type
JV01 for Journal Entry
JOCE for On-Campus Expenditure
JBUD for Budget Entry
**Also need to enter the current budget period.
8. Enter comments - same as document text
9. Click CREATE
In the upper right-hand corner, a message will appear with the document number
10. The journal type will come forward from the header page for every sequence and the Chart will always be U.
Fill in the index and the fund, organization, and program code will auto-populate.
Enter the account code
Enter the amount
Select Debit/Credit (When doing a JBUD, select + Plus to increase the budget and - Minus to decrease the budget.
Enter Description
Doc code of transaction being moved and then the Banner description of the original transaction
Example: L0123456 ABC Distributing
11. Click on Add Accounting to enter the next sequence
12. Continue adding all of the line items needed and then click SAVE. This will take you to a dashboard screen where you can review each line item.
If you need to add additional lines from here, click on the Add Accounting button and it will return to the screen to enter further sequences.
If you need to add another journal voucher, click the Back button to return to the My Journals page and select the Create Journal button from there.
13. After the review, click on the green "Submit Journal" tab in the bottom right-hand corner.
14. A message will appear in the right-hand corner and the screen will return to the main dashboard.
This will show any Draft journal entries that haven't been submitted, pending journal entries that are waiting for approval,
and completed entries that have posted to finance.
