Forms & Guides

Required Form Settings

The following settings are needed in Microsoft Excel and Internet Security Properties prior to processing a WebADI or SPUD entry:

• Microsoft Excel Macros
• Internet Security Settings

If when uploading a WebADI template it simply hangs, this is a sign that these settings have reverted back to the program's default settings. The setting could get reset to the program's default settings from an upgrade to the program or when the computer has been changed and you are using WebADI or SPUD for the first time again.

The following security settings are needed in Microsoft Excel to allow Macros in the WebADI template to function: 

• Excel 2003 and Similar (pdf)
• Excel 2007 (pdf)

WebADI Journal Entry Template

For General Ledger (Chart String) journal entries:

• WebADI Template (xlsm)

(Note: this template may download as a ZIP file, if this happens, you will need to download it using the Mozilla Firefox browser.)

For more information about WebADI template set up and use view: 

• WebADI Journal Entry Instructions (pdf)

SPONSORED PROJECTS UPLOAD DEVICE (SPUD) JOURNAL ENTRY Templates

For SPUD (PTAEO) journal entries:

• CJE001 (xlsm) Journal Entry Reclassification
• CTX001 (xlsm) Cost Transfer
  

  Additional Information

• Instructions for Processing SPUD Journal Entries
• SPUD Templates Matrix
• SPUD Manual

Training Course Materials

• Journal Entries in Oracle General Ledger, Web ADI 
• Journal Entries in Oracle Grants Accounting, SPUD & Cost Transfers 
  

Learn more about these courses and other Finance-related trainings.