Entering Journal Notes

Journal Notes allow you to add free format text to journal lines, to record any information considered pertinent but unable to be recorded elsewhere in the system. They can be added, amended, and deleted via the Journal Notes form which is accessed from the Action menu in:

  • Ledger Entry (LEN), by selecting Line > Notes.
  • Account Allocations (ACA), by selecting Notes.
  • Account Inquiry (ACQ) [Control Desks In-Tray], by selecting Notes.

Up to 99 notes can be added to each journal line.

Journal Notes can be included on reports and statements.

Journal Notes

Journal Line Number
The journal line number to which the note is associated.
Line Number
The line number of the note.
Created By
The operator Id of the person who created the note.
Updated By
The operator Id of the person who last updated the note.
Internal Only
Used to signify if the note is for internal use only. This value can be used in the design of reports to determine if note text should appear.
Exclusive
Indicates if the note text is exclusive to an individual journal line, or if it applies to all lines.
Note: If a number of journal lines are selected in Account Inquiry, and the notes function is accessed, any notes added are automatically added against all the lines selected. If one of these journal lines is then accessed, through whatever means, and a note is amended or deleted, the change is reflected for all the journal lines, that is, there is only one journal note.
Creation Date
The date when the original note was created.
Updated Date
The date when the note was last updated.
Note Text
Free format note text.