Journals > Journal Types

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:

ON THIS PAGE YOU WILL FIND:
1 JOURNAL TYPES 2 SELECTING YOUR JOURNAL TYPE

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

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

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