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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
  • Enable editing (if asked)
  • Select the JE Type
    • Transfer of specific charges
    • Worktag corrections
    • Support from one department to another
    • Other

If the JE is for an Spend Categories, refer to Workday Spend Categories with descriptions (gDoc) for the Spend Category.

If the JE is for Revenue, Workday Revenue Categories with descriptions (gDoc) for the Revenue Category.

  • 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 Support from one department to another
    • The Spend Category should always be SC216
  • Add a Description line for each line, up to 35 characters, this will be listed with this specific Journal Entry in the Finance Reports in Workday.
  • Add an Additional detail for each line, up to 50 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 each Friday and Macalester Employees with Finance Reports via Workday, can check their reports the following Monday. Please contact  if you have questions.