Financial Transaction Request (FTR) – Journal Entry Guidelines

November 13, 2014
Categories: Manuals - Guides - Procedures, Resources Tags: General Accounting

Financial Transaction Request (Journal Entry) Guidelines

Purpose: This resource provides guidance for departmental staff on how to recognize, prepare, document and review journal entries, including Financial Transaction Requests (FTRs), Mass Journal Entries, and Interdepartmental Invoices (IDIs), using the appropriate transaction type within the FTR process.

What’s included in these guidelines

  • Roles and responsibilities
  • Guiding principles and expectations
  • Definitions of key terms
  • Types of journal entries
  • Checklist for preparing journal entries
  • Banner pages and reports
  • FAQs
  • Contacts, websites and other resources
  • Journal entry matrix

Last Updated: September 1, 2022