Mass Complete Direct Journals in the Receivables WorkCenter
Purpose of this Article: This solution article provides instruction on how to mark one or more Direct Journal payments as Complete 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 mark one or more Direct Journal payments as 'Complete' in the Receivables WorkCenter. This feature is especially useful after using the AR Deposit Uploader to enter multiple Direct Journals.
The Direct Journals to Complete page in the Receivables WorkCenter lists Direct Journal payments that are available to move to a 'Complete' status.
Requirements
Direct Journals that meet the following criteria are displayed:
- The Direct Journal accounting entries are balanced
- The Direct Journal’s deposit is balanced
Note:
To use the Receivables WorkCenter My Work links, one-time setup of the Edit Filter values is required. See Topic 1 in our Receivables WorkCenter solution article for instructions.
Related Solution Articles:
Questions?
Please email sfemployeeportalsupport@sfov.org if you have additional questions the topic of this solution article.