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Set up your client

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.

This article applies to:

  • Product: Workpapers CS