Journals

The Journals page lists all accounting journals for your company: shared journals (purchases, sales, bank, general, payroll, opening) and user-created custom journals. You can create, edit, or delete a custom journal.

Available Journals

Each journal has a code, a label, a type, and a status (shared or custom). The available types are:

• P — Purchases
• S — Sales
• B — Bank
• G — General
• W — Payroll
• A — Opening
• C — Closing (excluded from the financial statements)

Key Features

From invoice to accounting entry

Watch the step-by-step tutorial

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From expense to purchase entry

Watch the step-by-step tutorial

• Search: filter the list by code or label.
• Category filter: show all journals, only shared, or only custom.
• Add a journal: click the button to create a new custom journal. You must provide the code, label, type, and default account (via the account picker).
• Edit a journal: click a custom journal row to edit its code, label, type, or default account.
• Delete a journal: from the edit form, click the delete button and confirm.

Step-by-Step Tasks

Create a Custom Journal

1. Click Add journal.
2. Fill in the code (e.g., JV) and label.
3. Select the type from the dropdown.
4. Choose the default account using the picker.
5. Click Save.

Edit a Custom Journal

1. Click the journal row in the table.
2. Change the desired fields.
3. Click Save.

Rename a Shared Journal

1. Click the row of a shared journal (for example VT).
2. Change the label (the only editable field).
3. Click Save.

The new label applies to this dossier only. The code and the type do not change, so automatic entries keep working. A Mossanid import uses this mechanism: VT gets, for example, the label “VENTE”.

Delete a Custom Journal

1. Open the journal by clicking its row.
2. Click the Delete button.
3. Confirm in the browser dialog.

Tips

• Shared journals (grey badge) cannot be deleted, and only their label can be renamed — they are required by the accounting system.
• The bank and cash journals imported from Mossanid (BQ1, CA…) are custom journals.
• The default account makes it easier to enter future entries in this journal.
• Use the search to quickly find a journal when the list is long.

Troubleshooting

• Add button missing: your role does not have edit rights (canEdit). Contact the administrator.
• Cannot change the code or type of a journal: only custom journals are fully editable. A shared journal accepts only a new label.
• Save error: an error message appears via notifications. Ensure the code is unique and the default account exists.

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