Designing Journal Entry Task Widgets

The journal entry task widget is an editable widget where you can create and edit journal entries. Through widget and column options, you can determine if employees with access to this widget can enter new journal entries or edit existing ones.

Before you begin

• Verify you have the appropriate designing security.

To create journal entry task widgets

1. Click > to open Design mode, and click the tab you want the journal entry widgets to be on.
   
2. In the Tab Properties area, click Add Widget.
3. Under Widget type > Tasks, select Journal Entry.

The Journal Entry Task and Journal Entry Detail Task widgets are added to the tab.

The widgets automatically have all of the columns required for entering and editing journal entries.

4. Navigate to the widgets and set up security.

5. To allow employees to create new journal entries, click > to open Design mode and check the Enable "New" button box.

6. To allow employees to edit the following columns on the Journal Entry Task widget, click > to open Design mode and click that column heading and check the Can Edit box:

• Accounting Date
• Description
• Reference
• Notes

7. To allow employees to edit the following columns on the Journal Entry Detail Task widget, click > to open Design mode and click that column heading and check the Can Edit box:

• Account ID & Description
• Department Name
• Debit Amount
• Credit Amount
• Offset Debit Amount (Multi-company only)
• Offset Credit Amount (Multi-company only)
• Notes

8. Click to save.