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
Journals
screen- SelectSetupthenJournals.
- In theJournalsscreen, verify that you've selected the correct client, then selectAdd.
- Enter a journal name (up to 30 alphanumeric characters) in theDescriptionfield.
- If applicable, enter the appropriate code (up to 5 alphanumeric characters) in theReport codefield.
- SelectEnterto 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
- SelectActionsthenEnter Transactions.
- In theJournalfield, enter a unique journal name, and then press the TAB key to move to the next field.
- When prompted to add a new journal, selectYes.
- In theJournalscreen, enter the appropriate report code (if applicable) for the new journal then selectEnter.
- If necessary, you can continue to add journals. When you've finished entering journal information, selectDoneto return to theEnter Transactionsscreen.
