Journal Items
Every debit and credit line in the ledger, searchable in one list.
Overview
Journal Items lists the individual lines behind every journal entry, whether from a manual entry, an invoice, a bill, a payment or payroll. Filter by All, Draft or Posted to review what has reached the ledger.
Use it to answer “what hit this account?” without opening each entry.
When to use journal items
- You investigate a balance.
- You review draft lines before month end.
Step by step
In the Accounting module open Accounting in the green navigation bar, then choose Journal Items under Journals.
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.
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