Journals > Journal Types
- Kat Grinter
- Kye Hush
When entering journals in WorkBook, you can categorise the type of journal you’re entering which will make it easier to search for previous entries.
ON THIS PAGE YOU WILL FIND: |
|---|
JOURNAL TYPES
These are the main options in WorkBook however, there is an option for your company to set up different types if required.
JOURNAL TYPE | DESCRIPTION |
|---|---|
Daily | This is used for your bank reconciliation items that aren’t covered by the other options. E.g. bank fees, finance entries |
Salaries | All your salary entries |
Month End | Any entries that are required to make month end adjustments |
Receipts | Debtor payments |
Payments | Creditor payments |
Tip: In the filter panel of Journals you can search by Journal type
SELECTING YOUR JOURNAL TYPE
Go to the finance & administration module > general ledger sub-menu > journals
In the list tab > click the create new button
In the pop up window, select the journal type that matches what you’re entering
Click ok
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