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Journal Entry (JE) Requests – using Worktags

Journal Entry (JE) Requests – to send transfer money from one Workday/Worktag to another  

Follow these Step-by-Step instructions to request a JE: 

  • Open the Journal Entry (XLS) in Microsoft excel Spreadsheet
    • Transfer of specific charges
    • Worktag corrections
    • Support from one department to another
    • Other

If the JE contains a Spend Category, refer to Workday Spend Categories with descriptions (gDoc)

If the JE contains a Revenue Category, refer to Workday Revenue Categories with descriptions (gDoc)

  • For JE’s moving Expenses:
    • First row is for the “debit” side of the Journal Entry.  Insert the Worktag that will be CHARGED and the amount to be transferred
    • Second row is for the “credit” side of the Journal Entry.  Insert the Worktag that will be CREDITED and the amount to be transferred.
  • For JE’s moving Revenue: 
    • First row is for the “credit” side of the Journal Entry.  Insert the Worktag that will be CHARGED and the amount to be transferred
    • Second row is for the “debit” side of the Journal Entry.  Insert the Worktag that will be CREDITED and the amount to be transferred.
  • For JE’s that are for Support from one department to another
    • The Spend Category should always be SC216
  • Add a Description in the MEMO column for each line, up to 100 characters, this will be listed with this specific Journal Entry in the Finance Reports in Workday.
  • Repeat rows 1 and 2 if you have additional transfers.
  • Once completed, save JE as Excel Spreadsheet (not PDF),  attach supporting documents and submit by EMAIL to  AND cc: the approver on the email too.  If the JE is grant related, please cc:

JE are processed by Accounting weekly and Macalester Employees with Finance Reports via Workday, can check their reports. Please contact  if you have questions.