Set up journals

You can use the
Journals
screen to set up or edit journals. You can use journals to record related types of transactions. For example, you can set up a sales journal, purchases journal, cash receipts journal, cash disbursements journal, and so forth.
note
You must have at least one journal at all times. You can't rename or delete the
General
journal. If you try to delete a journal that contains transactions and you have set up more than one journal, the application will display a prompt giving you the option to transfer the transactions to another journal or to delete the journal and all associated transactions.

Add a journal in the
Journals
screen

  1. Select
    Setup
    then
    Journals
    .
  2. In the
    Journals
    screen, verify that you've selected the correct client, then select
    Add
    .
  3. Enter a journal name (up to 30 alphanumeric characters) in the
    Description
    field.
  4. If applicable, enter the appropriate code (up to 5 alphanumeric characters) in the
    Report code
    field.
  5. Select
    Enter
    to save the journal.
note
You must have at least 1 journal at all times. You can't rename or delete the
General
journal If you attempt to delete a journal that contains transactions and you have set up more than 1 journal, the application will display a prompt giving you the option to transfer the transactions to another journal or to delete the journal and all associated transactions.

Add a journal on the fly

  1. Select
    Actions
    then
    Enter Transactions
    .
  2. In the
    Journal
    field, enter a unique journal name, and then press the TAB key to move to the next field.
  3. When prompted to add a new journal, select
    Yes
    .
  4. In the
    Journal
    screen, enter the appropriate report code (if applicable) for the new journal then select
    Enter
    .
  5. If necessary, you can continue to add journals. When you've finished entering journal information, select
    Done
    to return to the
    Enter Transactions
    screen.

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