Overview tab

View the journal names, Journal typeand Voucher series.

General tab

View and change specific information for the active journal name. You can set the voucher information and date, set the approval and posting rules, and define to which group the journal is private (blocking).

Name

Name for the journal. This name appears when the user selects a journal for posting.

Description

Description of the journal.

Journal type

Select a journal type. The journal type determines what the journal name is used for:

• Hour journal names- available for selection in the hour registration window.

• Fee journal names- available for selection in the fee registration window.

Voucher series

Select a voucher series to be used in journals with the current journal name attached. Voucher series are defined in the Basic> Number sequences .

Selection by

Set up voucher numbers to be picked or drawn when posting or entering lines.

New voucher by

Specify if a new voucher should be picked when the voucher date changes, or when the employee entry changes.

Set voucher date to

The voucher date can be found as follows:

• End date of the project period- The project period attached to the employee determines the voucher date.

• End date of the ledger period- The current ledger period determines the voucher date.

• Project date- The voucher date is identical to the project date entered on the journal line.

Detail level

Define if transactions, when posted to the general ledger, should be posted as individual lines or summarized in a limited number of records.

Delete lines after posting

Select this field to have journal lines deleted when posting is completed.

Private for user group

User group that the journal is private to.

Approve

Select a journal status. The journal status defines the approval procedure of journals with the current journal name.

Show start/end times

Select this check box to turn on write access to the Start time/ End timefields in the Journal form.

Italian sales tax book

Select from the options in the drop-down list if sales transactions and purchase transactions entered in journals should be registered in sales tax book sections.