Balance Sheet & Revenue Adjustment

Used to make corrections to asset, liability and revenue accounts. This category is also used to transfer funds from one project/task/award/organization (PTAO) to another. This category should not be used to move expenses already charged.

Expenditure Types

View Expenditure Types that may be used with the Balance Sheet & Revenue Adjustment (YBalShtRevAdj) Category.

Required Attributes

Transaction Date
The date the transaction occurred. This date must be equal to or less than the date the transaction is created.

Optional Attributes

User Defined
These free–form text fields hold up to 60 characters per field. All information entered will appear on the monthly statements.

Free-form text field image

Electronic Forms

The electronic forms for Journal Entries can be found on the Journal Entries (Link 1) topic page of the Policies, Procedures and Forms web site (Link 2).