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 field.
- In the Copy To field, 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 entry.
- If you would like your new entry to use similar FOATEXT as the previously completed JV, then check the Copy Text box.
- If you would like to reverse the previously completed JV, then check the Reverse JV box. This will duplicate all of the fields from the previously completed entry, but will reverse the debit & credit signs.
- Once this is all 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, revising the explanation within the FOATEXT, etc.)
Contact
For further details, search for “Journal Vouchers” in the Search field of the Business and Finance Who to Ask list to find UAFR staff members who can assist.
