General Ledger Toolkit

Responsibilities and TrainingResponsibilities and Training:

Find the row(s) that match the employee’s job duties. Request the corresponding Responsibility(s) in ESHARP and enroll in Training Learning Paths and/or classes.

GL Responsibility Job Duty Description Training
GL Specialist* Individuals are authorized to create and approve journal entries, and inquire or report on General Ledger account activities and balances. May also: view General Ledger information; create journal entries to record cash deposits and other GL activities, including university investment programs; correct or reverse previously created journal entries; self-approve journal entries within pre-determined limits; approve journal entries of other GL Specialists; and inquire and report on GL activity and balances.


Automatically assigned with this responsibility:
- GL Viewer
- ODS Specialist
Required Learning Path:

GL Specialist-IS

Instructions for Completing a Learning Path
GL Viewer Individual has access to view General Ledger information. Required Learning Path:

GL Viewer-IS

Instructions for Completing a Learning Path

*Has conflicting responsibilities.

If you do not see the responsibility listed check the IS specialized/or central responsibilities.

WorkshopsWorkshops

Workshops are instructor-led sessions during which participants may ask questions and get assistance with actual work. During the sessions, the instructors may also focus on common issues or new functionality. Completion of the Learning Path for the responsibility and access to the system is required prior to attending a workshop. You may find these workshops by entering “Workshop” in the search field when searching for a course.

Accounting Services Training & Outreach

Brown Bag Luncheon Schedule

Training ResourcesTraining Resources

Processing Funds Interactive Image

GL Specialist Training Guide
Budget Office Form - Installment Creation or Modification Request
Budget Office Form - Request for New Award

ContactsContacts

University Comptroller
Accounting Services
Budget Office

HelpNeed Help?

General help:
Phone: (434) 924-HELP (4357), menu option 2
Email: 4help@virginia.edu

Training help: For assistance with enrollment please contact the HR Service Center at (434) 982-0123. For questions regarding training contact: systeam@virginia.edu