Assigned Units

Use
Assigned Units
to add one or more units to journal entry profiles. Journal Entries are assigned on a unit by unit basis.

Unit Assignment

Allows for assignment of one or more units to each profile
  • Each unit can have either Journal Entry profiles or Unit Journal Entry configurations, not both
  • When assigning a unit that has previous entries defined a notice will appear. If OK is selected, previous journal entry configurations at the unit level will be permanently deleted.

Unit Level Journal Entries

  1. The previous iteration of the JE functionality.
  2. Unlike the Profile where you can just assign units, the Unit Level JE exists in every unit within
    My Datasets
    >
    Units
    >
    More
    >
    Journal Entries
    .
  3. Your unit can only have one or the other: Unit assigned to JE Profile or Unit Level JE configurations.
  4. The Data Entry section is the same as the JE profile JE line creation.
  5. The import sheets are different from Profile sheets and exist just before the profile sheets in a numbers export.
  6. Can be used with both Tags and Class Datasets.