Procedures
Use the Journals submodule in the General Ledger module under Finance & Administration to create, cancel, copy, and reverse journals, add and remove journal approvers, create and reverse journal entries, and clear, finalize, and remove pending eliminations.
- Related Topics:
- Create a Journal
You create a journal via the Journals > List tab. After you create a journal, you use the Journal Entry tab to add journal lines to it. - Cancel a Journal
Use this procedure to cancel a journal. - Reverse a Journal
Sometimes you need to reverse a journal. You do this from the List tab. If appropriate, you can copy and reverse a journal at the same time. - Copy a Journal
You can create a journal by copying another journal. You can also copy and reverse a journal. - Add a Journal Approver
Use this procedure to add an approver for a journal. - Remove a Journal Approver
Use this procedure to remove an approver for a journal. - Create a Journal Entry
Use this procedure to add entries to a journal that you select on the List tab. - Reverse Journal Entry Lines
Use this procedure to reverse journal entry lines. - Clear Pending Eliminations
Clear pending eliminations to remove a transaction's pending eliminations instead of finalizing or settling it. You can clear pending eliminations in the Journals, Debtors, or Creditors module. - Finalize Pending Eliminations
WorkBook enables you to settle transactions by matching invoices and payments on the Elimination tab. You can perform this procedure in the Journals, Debtors, or Creditors module. - Remove Pending Eliminations for Other Users
You can remove pending debtor eliminations for other users in the Journals, Debtors, or Creditors module. - Search Journals, Debtors, or Creditors for Transactions That Are Ready for Elimination
You can search journals, debtors, or creditors for transactions that are ready for elimination using keywords. - Search Journals, Debtors, or Creditors for Transactions That Are Ready for Elimination Using Due Date
You can search journals, debtors, or creditors for transactions that are ready for elimination using a due date.
Parent Topic: Journals