Deleting Prior Month Journals Not Posted in PeopleSoft

The PeopleSoft Worklist provides departments with queues to monitor and take action on journal submissions and other work items in progress. Worklists for individual journal preparers and department approvers may include journals that have not yet been submitted or approved.

As part of the month-end close process, departments should review worklists for any journals not yet submitted or approved; the journal preparer should delete any journal no longer needed. The Financial Calendar on the Controller's Office website includes two reminders each month to aid in clearing worklist queues of journals to be deleted:

  • On the fourth business day of the month: departments to check PeopleSoft Worklists to ensure all journals have been posted for the current open month.
  • On the eighth business day of the month (after UCSF Health closes): delete journals not posted for the prior month.

Consult the job aid, Deleting PeopleSoft Journals, for further instructions. If you have questions or need assistance with deleting journal entries, please contact: [email protected]