Journal Actions are specified Journal Transactions which are pre-defined for ease of use. Journal Actions have fixed pre-defined Ledger Accounts and Descriptions. Journal Actions are set up to post only as a Credit or Debit amount. The system will automatically use the correct calculations to process the Journal Actions as defined by the Practice Manager, which keeps the transactions neat and avoids mistakes.

Please Note: Journals are not to be used to rectify incorrect invoices or receipts. Using Journals to fix errors will cause incorrect reporting, as Journals do not correct turnover and cashflow reports.

There are six reasons that a user will post a Journal, for these reasons please refer to the glossary entry: Journal Reasons.

Web App:

Desktop App: