System Parameters - Creating Journal Types
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Journal Types allow you to post against nominals. They are used in the Purchase Ledger Transactions screen when making an Apportionment posting, and in the In-Tray.
To access the Journal Types settings:
- Select System from the toolbar.
- From the dropdown, select System Parameter.
- Finally, select Journal Types.
This will open the Journal Types window, where you can add new types, amend existing types or delete types, as required.
To create a new journal type:
- Click Add New.
- This will open the Add Journal Type window.
- Enter a Journal Code and Description. You can set the code name to match the nominal you want to link to.
- Tick Fees if you will be posting fees to the nominal.
- If you tick Reverse, when you post to this journal code in the PL Transactions screen you must also post a contra entry to bring the total to 0.00 before you can leave the session for that batch.
- Select a Nominal Code to link the journal to.
You can't post directly to a control nominal.
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