General Ledger Q&A: Custom Journals

September 2020    Tags: ,

My predecessor configured our GLS Client to a single journal type. Now, when I run a Journal Report, all of my journal entries are grouped under one “General” journal.  Is there any way to add Journals so that payments from clients and checks the firm writes go to unique journal values for easier reporting?

You can easily set up Journals for Receipts, Disbursements, Miscellaneous, etc. and then assign them to journal entries.

To create a new Journal

  1. From the File menu, point to Open and select Miscellaneous.
  2. From the Journal tab, press Ctrl+N.
  3.  Enter a Name for the journal.
  4. Press Ctrl+S.
  5.  Repeat steps 2-4 for each journal you want to add.

Once additional journals have been set up, they can be specified in the Jrnl column of the Journal Entries program.

Note: If Tabs3 Billing and General Ledger are integrated, you may want to review the GLS Integration Setup located in Tabs3 Billing (Maintenance | Integration | GLS Integration Setup) to see if your integration settings need to be updated.

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