Need help with general ledger and commitment control topics in Core-CT? We’ve assembled a host of training resources, job aids, and more to help you use Core-CT to complete general ledger and commitment control tasks. Explore the topics below for more specific guidance and information.
General ledger and commitment control job aids
- Approvals: Deny journals using manage approvals (PDF) - Learn how to deny approval of a journal using the Approvals page in Core-CT.
- Approvals: General ledger approvals (PDF) - Learn about the Approvals Tab, Core-CT’s one stop-shop for approvers to approve Forms, Journal Entries, Grants Proposals, Requisitions, and Vouchers.
- Approvals: Submitting a journal for approval (PDF) - Learn how to submit a journal within the accrual (ACCRL) ledger group with a Source of OSC or ONL for approval.
- Coding (OSC): Billing types related to restricted revenue (XLS) - Find information about the various ways creditors can bill debtors related to restricted revenue. This is for internal payments and only applies to inter/intra agency transfers.
- Coding: Time reporting code to earnings code account mapping (PDF) - Learn how Time Reporting Codes (Time & Labor) map to Earnings Codes (Payroll) which in turn map to accounts and corresponding amounts recorded in the General Ledger.
- Coding: Valid fund/SID sombinations (PDF) - Explore a list of valid fund and special ID codes for use in Core-CT.
- Commitment control: Adding an attachment to a budget journal (PDF) - Learn how to add multiple attachments to Budget Journal headers.
- Commitment control: Budget overview inquiry (PDF) - Learn how to select and view activity for budgets based on user defined sets of criteria using the Budget Overview component.
- Commitment control: Create budget journal w/ SpeedTypes & alternate description (PDF) - Learn how to use the Alternative Description field and enter SpeedTypes without using the lookup button and prompt list when creating a budget journal in Core-CT.
- Commitment control: Overview of budget journals (PDF) - Learn about the three enhancements to Budget Journals available in Core-CT.
- Commitment control: Overview of KK XML reports (PDF) - Get general information about Commitment Control reports, which are created using PeopleSoft XML publisher (Process Type: BI Publisher).
- Commitment control: Running chartfield reports (PDF) - Learn how to run ChartField XML reports in Core-CT on the Process Scheduler Request page.
- Configuration: Chartfield maintenance instructions and forms (PDF) - Learn how to submit Chartfield Requests and Payroll Account Code Requests online directly through Core-CT.
- Configuration: Project costing chartfield & SpeedTypes (PDF) - Learn about SpeedTypes that contain Project Costing ChartFields in Core-CT.
- Configuration: Using the chartfield definition long description field (PDF) - Learn about the Long Description field on a ChartField definition, which is effective dated and allows for extended descriptions.
- GL journal: Add attachments to journal header (PDF) - Learn how to add attachments to Online Journal headers.
- GL journal: Online GL journal entry (PDF) - Learn the process of creating a journal entry in General Ledger and correcting journal errors.
- Ledgers and descriptions - General ledger & commitment control (PDF) - Read about the various types of ledgers used in Core-CT and their descriptions.
- Payroll corrections with fringe benefit impact (PDF) - Learn about salary transfers between funding sources that have a fringe benefit impact.
- Payroll corrections with no fringe benefit impact (PDF) - Learn about salary transfers between funding sources that do not have a fringe benefit impact.
- Reconciliation: General ledger/payroll reconciliation (PDF) - Learn how to understand the data integration between HRMS, Financials, and EPM in Core-CT to accurately reconciling agency payroll expenditures.
- Reconciliation: Reconciling grant expenditures for SEFA (PDF) - Learn how to use the “CT_CORE_FIN_FED_GRANT_EXP” EPM query as a tool in the reconciliation of Federal Grant expenditures or the SEFA Report.
- Report: Comprehensive financial status report (CFSR) (PDF) - Learn about the CFSR, a monthly agency report that incorporates the Appropriation Budget, Allotment Budget, the combined Agency Level and Project Budgets, and the Expenditures, Encumbrances, and Pre-encumbrances year-to-date.
- Report: Federal program appropriations (CTGLR122) (PDF) - Read a report on the carry forward, adjustments to appropriation, total appropriation, expenditures, and continued appropriation for federal programs.
- Report: Journal entry detail report (PDF) - Learn how to run an XML Journal Entry Detail Report in Core-CT.
- Report: Overview of GL XML reports (PDF) - Get general information about General Ledger reports, which are created using the PeopleSoft XML publisher (Process Type: BI Publisher).
- Structure requests: Adding new or updating existing chartfields (PDF) - Learn the process for entering, submitting, and approving a Structure Request in Core-CT.
- Upload tool: Budget journal entry (PDF) - Get step-by-step instructions of the full Budget Journal. Upload Process and more.
- Upload tool: Budget structures & budget journal (PDF) - Learn how to download the Budget Journal Tool.
- Upload tool: General ledger spreadsheet journal (PDF) - Learn how to download the Spreadsheet Journal Tool.
- Upload tool: Spreadsheet journal entry (PDF) - Get help selecting and entering the correct Ledger Group and Ledger values when creating non-budget spreadsheet journals.
- Upload tool: Troubleshooting (PDF) - Find example issues with the Upload Tool and possible ways to resolve them.
- WorkCenter: General ledger WorkCenter (Fluid) (PDF) - Learn the basics of the General Ledger WorkCenter, the revamped navigational center for Core-CT users. It features an efficient Fluid look to help users access frequently used pages, based on their General Ledger security roles.
- WorkCenter: WorkCenter personalization (PDF) - Learn how to personalize your General Ledger WorkCenter to be most efficient to your role with the State.