Copy and Update a Direct Journal with Both AR Payment Processor and Approver Roles

Purpose of this Article: Intended for SF Financials users with both Accounts Receivable (AR) Payment Processor and AR Payment Approver roles, this solution article provides instructions on how to copy an existing Direct Journal and update the copied journal's deposit, payment amounts, and accounting.

Audience: SF Financials Users with both AR Payment Processor and AR Payment Approver roles

Author: Robert Conner

Version/Update Date: 1.0/05.05.26

NOTE: This job aid is effective when the new AR WorkCenter features go live on Friday, May 15, 2026.

See the attached job aid for step-by-step instructions on how to copy an existing Direct Journal and update the copied journal's deposit, payment amounts, and accounting. This job aid differs from the standard Copy and Update a Direct Journal solution article, as the instructions in this job aid are intended for SF Financials Users with both AR Payment Processor and AR Payment Approver roles.

Requirements

Direct Journals are only available to be copy if:

All payments in the deposit are Direct Journal payments
The deposit does not contain an unposted Direct Journal
The deposit is balanced

Related Solution Articles:

Copy and Update a Direct Journal (instructions focus on maintaining the separation of duties between an AR Payment Processor and AR Payment Approver)
Enhancements and New Features in the AR WorkCenter Webinar on May 7, 2026

Questions?

Please email sfemployeeportalsupport@sfov.org if you have additional questions the topic of this solution article.