Journal Templates List Tab
The Journal Templates List tab contains a list of journal templates. The screen consists of the filters and the grid.
Journal Templates Filters
- Classification/Group ( / traffic light filter): filter by journal template classification.
- Interval ( / traffic light filter): view journal templates that have a specific interval, for example month, week.
- Show All (or only not ended) checkbox (default=ticked): display the active journal templates that have not ended.
- Date From and Date To ( / traffic light filter): filters the grid by date range.
Journal Templates List Grid
- Classification: journal template classification.
- Description: journal description.
- Type: the type of the journal for example recurring, reversing pre-payment or reversing accrual.
- Started: date journal template first applied.
- Interval: frequency at which journal applied (e.g. once, weekly etc.)
- Count: number of times journal is to be applied.
- Ended: the date the journal template finished.
- Notes: any notes written against the journal template.
Journal Templates List Grid Context Menu
- Clear Selection: deselects the currently selected line(s).