Did you know that Banner has a convenient option available that will allow you to either copy or reverse a previously completed journal voucher (JV)? See below for further details:
- On the applicable JV entry page within Banner (i.e., FGAJVCD, FGAJVCQ, or FGAJVCM), click the Copy button located at the top of the page.
- Type the previously completed JV document number in the Copy From section.
- In the Copy To section, leave the Document Number field blank (as Banner will automatically assign this number).
- Change the Transaction Date field to the transaction date that you would like to use on your new JV.
- If you would like your new JV to use similar FOATEXT as the previously completed JV, then check the Copy Text box.
- However, if you would like to reverse the previously completed JV (as opposed to copying it), then check the Reverse JV box. This will duplicate the previously completed entry, but will reverse the debit & credit signs.
- Once you are done, click the OK button. Your new draft JV will then be available for further editing prior to completion (such as changing the amounts, updating the description lines, or revising the explanation within the FOATEXT page).
Contact
For further details, contact the applicable subject matter experts within the Journal Vouchers section of UAFR’s Who to Ask list.
