A journal is a place to enter transactions that are not already being recorded in other modules. Think of a journal type as a folder where you keep records for similar kinds of transactions. You may want to have separate journal types for things like Bank Fees, Donations & Grants, Credit Cards, Fund Transfers (from one bank account to another), Depreciation, Petty Cash and Miscellaneous Corrections. If an outside service handles Payroll you may also wish to record these transactions in a journal.
- From the Procare Home screen click Configuration > System.
- Go to Accounting Management > Expenses & Ledger > dbl-click General Journal Types.
- To add a new journal click the top (blank) line and type a Description. The Comment is optional. Tap Enter (on your keyboard) a few times until a new blank line appears. The journal you just entered will be added to the bottom of the list.
- Use the Up & Down arrows to change their order as needed then click Save > Exit.
Note: Journal Exposure – If you have multiple locations you may control whether journals are visible (exposed) to all sites by default. This setting is part of Region / School Options.