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 (Red Traffic Light Filter /Green Traffic Light Filter traffic light filter): filter by journal template classification.
  • Interval (Red Traffic Light Filter /Green Traffic Light Filter 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 (Red Traffic Light Filter /Green Traffic Light Filter 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).

See Also


Did you find this article helpful?