General Ledger Window Comparison
As you start working in J1 Web Finance, you'll notice that functionality is managed on pages instead of the windows used in Desktop. This list will show the original Desktop windows used for finance processes and identify the pages and processes that accomplish those same tasks in J1 Web Finance.
Desktop Window | J1 Web Hub | J1 Web Page | J1 Web Additional Navigation |
|---|---|---|---|
Account Component Lookup | General Ledger Administration | GL Account Component Definitions | Quick Filter |
Add GL Accounts | General Ledger Accounting | Create GL Accounts | - |
Create Monthly Adjustment Transactions | General Ledger Accounting | Monthly Adjustments | Run Monthly Adjustment Process tab |
Create Reversing Entries | General Ledger Accounting | Batches | More > Reverse |
Creating Account Components | General Ledger Administration | GL Account Component Definitions | - |
Define Journal Source Codes | General Ledger Administration | Source Code Definitions | - |
Exceptions Edit Report | General Ledger Accounting | Reports | Year Close Exceptions |
Fund Balance Audit Report | General Ledger Accounting | Reports | - |
General Configuration | General Ledger Administration | Settings | - |
G/L Accounts | General Ledger Accounting | GL Accounts | GL Account List |
G/L Year Close | General Ledger Accounting | Close a Year | - |
Import Journal Transactions | General Ledger Accounting | Import Batch | - |
Look Up Account Transactions | General Ledger Accounting | GL Transactions | GL Transaction Filter |
Look Up Account Transactions | General Ledger Accounting | Calculate Balances | - |
Month Close Report | General Ledger Accounting | Reports | - |
Month Close Selection | General Ledger Accounting | Close a Month | Step 2 of the Close a Month wizard |
Project Definition | General Ledger Accounting | Create Project | - |
Project Inquiry | General Ledger Accounting | Projects | - |
Project Master | General Ledger Accounting | Projects | Open > Project Component Tab |
Recalculate Financial Balances | General Ledger Accounting | Recalculate Financial Balances | - |
Search and Update GL Accounts | General Ledger Accounting | GL Accounts | GL Account Filter |
Transaction Groups | General Ledger Accounting | Batches | - |
Trial Balance Report | General Ledger Accounting | Reports | - |
Unlock Locked Groups | General Ledger Accounting | Batches | More > Unlock |
Year to Date History Report | General Ledger Accounting | Reports | - |
Manage Reporting Line Items
Budget Modifications
Budget Transfer
Budget Transfer Inquiry
Create Budget from Forecast Percentages
Setup Budget Forecast Percentages
Note
In J1 Web, GL account security is managed via the Associations tab on the GL Account access roles. For more information about managing access, see the J1 Web Finance Permissions Overview and Setup Administration Guide.
Define Alternate Account Security Groups
Setup Account Security
Financial Reporting