Journals
Last update:CCH IFirm Accounts Production
Journals and Advisor Journals
The document outlines the features and functions of the Journal screen, detailing the entry process for Standard and Advisor journals. Users can select between two journal types, with Standard journals used for recording balances and Advisor journals for tracking account progress. It describes various journal types, entry requirements, and options for saving and posting journals. Essential components include mandatory fields, nominal code entry, and balancing requirements before posting. Additionally, users can save entries for future posting, with specific conditions for Advisor journals to ensure they balance before saving.