Adding Source Journal Profiles

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About Source Journals

About Source Codes

Adding Source Codes

You can define an unlimited number of source journals to meet a variety of transaction reporting requirements. More...

Each journal definition is basically a set of source codes for the transactions you want to include on the printed journal.

Typical source journals are a cash receipts journal, a cash disbursements journal, and a check register. You construct the source journals by entering a list of source codes to be included in each source journal.

  • Review your source journal requirements.
  • Define the source codes that you need for your source journals using the G/L Source Codes screen.

To add source journal profiles:

  1. Open General Ledger > G/L Setup >  Source Journal Profiles.

  2. Click Create New.
  3. In the Profile field, enter the title to use for this journal in the field. (You can change the title at any time.)
  4. Click Add Line to add a new line.

  5. In the Source field, specify the source codes for the transactions that you want included in the source journal.

    You can include up to 50 source codes in the definition for a single journal.

  6. Click Save.
  1. Print the Source Journal Profile report, check it, and then file it as part of your permanent records.
  2. Print the source journal.