Mass Budget Check Direct Journals in the Receivables WorkCenter

Purpose of this Article: This solution article provides instruction on how to budget check Direct Journal in the Receivables WorkCenter.

Audience: SF Financials Users with the AR Payment Approver role

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.

This job aid attached provides instructions on how to budget check Direct Journals in the Receivables WorkCenter.

The Direct Journals to Budget Check page lists all completed direct journals that are commitment control affected and have not been budget checked.

Note:

To use the Receivables WorkCenter My Work links, one-time setup of Edit Filter values is required. See Topic 1 in our Receivables WorkCenter solution article.

Related Solution Articles:

Receivables WorkCenter (Review Topic 1: Set up My Work Filters)
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.