Journal Entry/General Ledger

The Compass (PeopleSoft Financials 9.2) General Ledger (GL) is the central repository for financial data created by the economic activities of the University and Healthcare business units. 

These activities include: payroll, student financials, accounts payable, expenses, accounts receivable, billing, asset management, treasury, grants and budget execution.  As these activities are executed, the PeopleSoft system distills the economic event into accounting entries and these entries (journals) are posted to the GL.  The GL then serves as a central source of data for financial reporting to internal and external stakeholders.

Impacted Compass (PeopleSoft) Modules:

  • General Ledger

Module Team:

  • David Giles (Module Lead)

Business Process & Policy Owners:

  • Allison Berg
  • Bill Lambert

Approved Business Cases:

  1. GL1 - Journal Entry Engine
  2. GL2 - Journal Mover

 

GL-Key Changes

Listening Tours Items: Includes items captured from Listening Tour sessions held during early 2014 where Emory focus groups were formed to provide insight into what Compass features and functionality worked well, and which ones needed to be improved. You can download the Excel spreadsheet below to access the Listening Tour items related to the General Ledger workstream. Select the General Ledger tab in the spreadsheet.

Note: The listening tour items will continue to be updated as the project progresses.

Excel
Listening Tour Items Spreadsheet

Process Maps: Includes Process Maps for those business cases with the most significant change.  Please click on the PDFs below to learn more about how the process maps are being defined as well as specific General Ledger-related process maps.

PPTIcon

Business Process Mapping Overview

PPTIcon GL-01-01- Journal Entry Engine
PPTIcon

GL-02-01- Journal Mover