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Administrator Guide
Last Updated: 2024-04-19
Steps: Set Up and Update Journal Sources

Steps: Set Up and Update Journal Sources

You can indicate where or why you created your journals by defining journal sources. You can then use journal source definitions to report on and analyze journals.
  2. Access the
    Maintain Journal Source Mapping to Operational Transactions
     task.
    Workday automatically creates operational journals for transactions.
    To specify which journal source Workday assigns to operational journals:
    • Define the journal source by transaction type.
    • Remap the journal source that Workday applies to journal entries for all new transactions that you process.
    Security:
    • Set Up: Journal Source
       domain in the Common Financial Management functional area.
    • Set Up: Payroll - Company Specific (Accounting)
       domain in the Core Payroll functional area.
  3. Access the
    Mass Update Journal Source
     task.
    Update the journal source on existing transactions by transaction type. Workday recommends that you remap the journal source for all new transactions of the given type. Update all existing operational journals for that transaction type.
    Security:
    Set Up: Journal Source
     domain in the Common Financial Management functional area.
You can assign journal sources to accounting journals. Workday automatically assigns a journal source to operational transactions as you enter them.