ELF (ELectronic Forms)
Forms allows users to enter Journal Entries, both simple and compound. Future
development will include Accounts Payable vouchers.
ELectronic Forms is designed to be a paperless
system, where all supporting documentation resides with the form originator, or
creator. This requires that all form submissions be documented with a detailed
"Explanation", which is a required field in each form. The system also
validates accounts and object codes and will not process an entry with an
invalid account or object code. In addition, the system, validates the account
and object code combination, or 10-digit account stream, against FRS
editing rules, which are set up to reject invalid combinations.
ELectronic Forms allows
you to enter multiple line items and set up templates for repetitive or standard
Journal Entries. You can also send copies of forms to selected users for their
review and action. All users can reject a form, but only selected users may
approve a form. When forms are submitted to users for review and approval, the
forms appear in the recipient's "Inbox" for their review or action.
ELectronic Forms is
accessible through the Employee Portfolio, with access assigned based on job
responsibilities. Please note that the recommended browser for ELectronic
Forms is Internet Explorer 5.5 or higher. There are three levels of access to
- Creators, who have
the ability to generate forms and route them for review and approval.
Approvers, who have
the ability to approve forms submitted by creators.
- Searchers, who have
the ability to review all forms in the system. Users who are not designated
as Searchers can still review all forms that they "touch",
or those forms that they have created, reviewed and/or approved, if they
have approval access.
Once approved, forms are
processed to FRS nightly in batch mode. The batch designation in FRS will be
"ELECTRONIC JE". The transaction codes will be "065" for simple journal
entries and "069" for compound journal entries.
There are additional features
in ELectronic Forms,
including the ability to set up a proxy while you are out of the office, filter
forms by type or status, create draft forms and attach "sticky notes"
to your forms when routing or reviewing submissions.
If you require training, click
Training Request Form. You
will be contacted when the next available class is scheduled.