Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
Use the Journals dialog to edit or define journals. For each journal, enter a description and select the account against which you want to balance the journal's transactions. Journals defined in this dialog are available for selection from the Journal field in the Transactions window.
Note: On an individual transaction (if you choose a balancing entry), you can overwrite the balancing account that has been here.
Choose Journals from the Setup menu.
Fields & buttons
Lists the journals that are currently available for this client.
- To add a new journal, click the Add button.
- To edit an existing journal, highlight the journal in the list and click the Edit button. You will only be able to change the Balance Account.
- To delete an existing journal, highlight the journal in the list and click the Delete button. The program prompts you to confirm that you want to delete this journal. (Note that you cannot delete the General journal.)
For new journals: Enter a description for the journal.
For existing journals: Displays the description of the highlighted journal. In edit mode, you will only be able to change the Balance Account.
For new journals: If you wish to use a balancing account, choose the account from the drop-down list.
For existing journals: Displays the account against which the transactions for the selected journal will be balanced. On an individual transaction, you can overwrite the balancing account selected here (if you choose a balancing entry). In edit mode, this is the only field that you will be able to change.
You may enter up to 5 characters, which may optionally be included on the General Ledger report.
Related topics
Client Setup Overview
Renaming an existing journal for a GL client
Transferring transactions between journals
CREATIVE SOLUTIONS ACCOUNTING
