Journal Setup Fields

This section describes the fields and actions on the Journal Setup workspace.

Access Level Card

Field	Description
Access Level	In this field, you can specify the description and name of the access level to be assigned to the journal setup.

Journals Card

Field	Description
Journal Type	The journal type. You cannot delete or rename this.
Transaction Type Group	In this field, you can enter the number of the transaction types group to be used by the current journal type. Only the transaction types included in the group can be used in the current journal type.
Use Transaction Number Series	In this field, you can see if the journal type uses Transaction Number Series. If the field is not marked, you should not spend time on defining default transaction number series for the types that are included in the current setup, as they will never be used.
Manual Journal	Shows whether the user can select or enter a transaction type when creating the journal. If this field is not marked, the user is not able to specify a transaction type in this journal; the system will derive the transaction type (the default transaction type of the journal).
Default Transaction Type Mandatory	Shows whether the journal must have a default transaction type, since the system will use it when deriving the transaction type. Note the correlation between this field and the Manual Journal field; they are mutually exclusive. When one is marked, the other cannot be, and vice versa. If this field is marked, the group on the same line must have a default transaction type.

Card Part Actions

Button	Description
+ New Journal Setup	Click this action to create a new journal setup.
	Click this action to refresh data in the current workspace.
	Click this action to display the list view. Click this action to display the detailed view.
Save	Click this action button to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action button is disabled until additional changes are made.
Revert	Click this action button to undo changes made to the current record, or to any of its lines.
Other Actions	Click this dropdown to: Validate a journal setup. Copy a journal setup. Delete a journals setup.
+ Add Transaction Type Group	Click this action button add a transaction type group line.
Delete Transaction Type Group	Click this action button to delete a transaction type group line.
	Click this icon to export the rows from the current table to a spreadsheet. Maconomy exports the table, and immediately downloads the resulting spreadsheet to your local drive.
	Click this icon to display the filter row on the current table. You can then enter criteria in any of the filter row fields to display only select table rows.
	Click this icon to maximize the table view.
	Click this icon to open the Customize Columns window.