Journal Entries — Lines
The Journal Entries — Lines screen provides a detailed list of line items from all journal entries recorded within Manager.io. This feature allows you to quickly search, summarize, or filter information to locate specific journal entry lines by various characteristics.
Accessing the Journal Entries — Lines Screen
- Go to the Journal Entries tab.
- Click on the Journal Entries — Lines button to display detailed line items.
Columns in Journal Entries — Lines Screen
The default columns shown on the Journal Entries — Lines screen include the following:
- Date — Specifies the date of the journal entry.
- Reference — Displays the reference number assigned to the journal entry.
- Narration — Provides the overall narration or description given to the journal entry.
- Account — Indicates the full account name associated with each journal entry line.
- Line description — Lists the description specific to the individual journal entry line.
- Qty — Quantity entered for the specified journal entry line.
- Project — Project associated with the journal entry line.
- Division — Division associated with the journal entry line.
- Tax Code — Shows any tax code applied to the journal entry line.
- Tax Amount — The calculated tax amount based on the specified tax code.
- Debit — Amount debited on the journal entry line.
- Credit — Amount credited on the journal entry line.
Customizing Columns Displayed
To select and customize which specific columns appear on this screen, perform the following step:
- Click the Edit columns button located at the top of the screen, then select the desired columns to display based on your needs.
Customizing displayed columns helps ensure that you focus precisely on the relevant data for your specific management and reporting requirements.