Set up journals

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.

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.