Use journal vouchers (JVs) to track a wide range of transactions and to assign costs and revenues to appropriate accounts.

Open the Atlas JV application

In Atlas, open the JV application and select the “My JVs” tab. There, you’ll have the option of creating, editing, deleting, or modifying and resubmitting a rejected JV.

Choose the JV type you want to create

When you open the “My JVs” tab, choose “Create New” and select the JV type that matches your transaction—cost transfer, revenue transfer, internal billing, or general. 

Complete the online form in “My JVs”

If you are creating a JV for a cost transfer, revenue transfer, or internal billing, the online form will display the data fields you need to complete for your transaction type. Fields are auto-populated whenever possible and validated in real time. If your transaction doesn’t match one of these three types, use the general digital form that displays more generic entry fields to accommodate all other JV entries.

Submit or save your draft JV

Once you’ve completed the online form, submit your JV for approval or save it as a draft. You can return to “My JVs” on Atlas at any time to resume work on a draft JV.

Clone or reverse an existing JV

After a JV is approved, you have the option of cloning to create a new JV. Cloning duplicates the information of an existing JV into a new online form, which saves you from having to complete all the data fields from scratch. The new form will allow you to edit the line item text and details as needed.

To reverse an existing JV, display the approved form in “My JVs” and select the “reverse” icon. The application will display a new general JV form with data from the original form. The credit and debit columns, however, are reversed from the original JV.

The Details

Open the Atlas JV application

In Atlas, open the JV application and select the “My JVs” tab. There, you’ll have the option of creating, editing, deleting, or modifying and resubmitting a rejected JV.

Choose the JV type you want to create

When you open the “My JVs” tab, choose “Create New” and select the JV type that matches your transaction—cost transfer, revenue transfer, internal billing, or general. 

Complete the online form in “My JVs”

If you are creating a JV for a cost transfer, revenue transfer, or internal billing, the online form will display the data fields you need to complete for your transaction type. Fields are auto-populated whenever possible and validated in real time. If your transaction doesn’t match one of these three types, use the general digital form that displays more generic entry fields to accommodate all other JV entries.

Submit or save your draft JV

Once you’ve completed the online form, submit your JV for approval or save it as a draft. You can return to “My JVs” on Atlas at any time to resume work on a draft JV.

Clone or reverse an existing JV

After a JV is approved, you have the option of cloning to create a new JV. Cloning duplicates the information of an existing JV into a new online form, which saves you from having to complete all the data fields from scratch. The new form will allow you to edit the line item text and details as needed.

To reverse an existing JV, display the approved form in “My JVs” and select the “reverse” icon. The application will display a new general JV form with data from the original form. The credit and debit columns, however, are reversed from the original JV.

Did You Know?

Use the Recommended Revenue G/Ls to identify appropriate G/L numbers for revenue transactions.
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