Open Journal Cards from the Transactions Tab

You can view the journal card for a transaction in the Transactions tab for reference.

To use Debtor List in the Debtors submodule, you must have access to Finance & Administration as defined in User Access Rights under Settings.

To open a Journal Card from the Transactions tab:

  1. On the main toolbar, click Finance & Administration .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Finance & Administration page to select the Company that contains the journal card that you want to open.
  3. In the left pane of the Finance & Administration page, click Debtors > Debtor List.
  4. Click the List tab and highlight the debtor with the journal card that you want to open.
  5. Click the Transactions tab.
  6. Highlight or hover over the journal number of the card that you want to open and click Open Journal Card .