- Navigate to Transactions > Financial >To process Journal Entries and select the customer you want to generate the journal for.
- Relevant details is inserted in fields required as per signed Journal templates received from various managers in the business e.g. General Managers, Operation Managers, etc.
- Journals are only processed by AR Supervisor or AR Manager.
- Journal is processed and saved successfully then emailed the journal detail and journal to the A/R Manager to launch journal on the system.
- All Journals processed towards ‘un-claimed credits’ account is launched by the Financial Manager.