E-Journal Preparer Security Access Form

E-Journal Preparer Security Access Form

This form may be used to request or update Preparers security access record.

Individuals requesting first time access as an e-Journal Preparer must first review the Preparer’s Guide and complete the New Preparer Questionnaire before submitting this form.

  • Owner Org

    List the highest level/highest rollup Organization for which you are requesting preparer access. We want to capture the Organization that is ultimately responsible for the journal entries you prepare. The Organization you list here in no way restricts the chartfields used in your journal entries. If you create journal entries for multiple, unrelated Organizations, submit this form multiple times, once for each Owner Org.
  • Default Approvers (optional):

    You may elect to have up to three departmental approvers automatically added to every e-Journal you create. If it is more convenient for you to remove approvers when they are not required/available, rather than adding them each time they are needed, this option may work best for you. Provide the Name and Emplid of each default approver. If you leave the Level blank, each approver will be auto-assigned level 1 and the approvals can occur concurrently. If you have more than one default approver, and want the approvals to happen in a particular order, number the order in which they should occur in the Level field.
  • First Departmental Approver

  • Second Departmental Approver

  • Third Departmental Approver

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