Journals
The books that group entries: sales, purchases, bank, cash and general.
Overview
A journal has a code, name, type, currency and default account. Documents post into a journal, and reports can be filtered by it. Numbering follows the journal.
When to use journals
- You open a new bank account and need its journal.
Step by step
In the Accounting module open Configuration in the green navigation bar, then choose Journals under Accounting.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Columns: CODE, NAME, TYPE, CURRENCY, DEFAULT ACCOUNT, ACTIONS.
- Actions on the screen: New Journal.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- accounting.journal.create
- accounting.journal.post
- accounting.journal.read
- accounting.journal.reverse
- accounting.journal.update
- accounting.journals.create
- accounting.journals.delete
- accounting.journals.post
- accounting.journals.read
- accounting.journals.update