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Steps to Configure Sage Intacct Journals

Configuring Sage Intacct Journals

Steps to Configure Sage Intacct Journals

The journals on your Journals list categorize the transactions you directly enter in General Ledger and those posted from sub-ledgers such as Accounts Payable.
  • What journals do you need?
Create enough journals so that your transactions are adequately categorized. At a minimum, the following journals are required.
steps to configure sage intacct journals image-1

Pre-requisites: –

To access Journals below requirements are needed:

steps to configure sage intacct journals image-2
  • To Add or Edit a Journal
Below are the pre-requisites:
steps to configure sage intacct journals image-3
  • To add a new journal, start with the below steps:

Step1:- Go to Applications > General Ledger > All tab > Setup > Click on Journals.

steps to configure sage intacct journals image-4

Step 2: – Below page will flash on your screen, from the Journal’s list, Add a new journal or edit an existing one.

steps to configure sage intacct journals image-5

Step 3:- Once you click on the Add button, below window will flash on your screen, user need to fill the details such as Symbol, Title and Status and click on Save.

  1. Symbol– Enter an abbreviation for the journal in the Symbol field. After you’ve saved the journal, you can no longer edit the symbol. (Required)
  1. Title:- Enter the full name of the journal, as it will appear in reports. (Required)
  1. Status:- By default, the Status is set to Active. If you do not plan to use the journal, change the status to Inactive
steps to configure sage intacct journals image-6
  • So as per the above steps, user can easily create the Journals in Sage Intacct. And that will help the business to differentiate the Journal Transactions

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Greytrix Africa is a leading Sage business partner and ISV Partner offering Consulting, Implementation, and development services for Sage X3, Sage 300, Sage 300 People (HRMS), Sage CRM, and Sage Intacct, which covers East Africa, West Africa, SADC, and Middle East region. We offer professional services such as Implementation and Configuration, Business Process Analysis, Project Management, Integrations and Migrations, and Technical & Functional Support, along with enhancements within Sage X3, Sage 300 People (HRMS), Sage 300, Sage CRM, and Sage Intacct across various industry verticals like Process Manufacturing (Food & Beverages, Chemical), Discrete manufacturing (Automotive, Textile & Apparel), Non-Profit, Health-care Industry and Services Industry (Financial, Software & Engineering), Distribution (Transportation & Logistics), and Agriculture.

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