Overview
You can access the Journal Types add list from the GL: Adjusting Journal Entries and the GL: Recurring Journal Entries screens.
Use Customer Types to group related journal entries into a single category.
This will help you classify and manage your customers.
You can also create reports that sort records by Journal Types.
Key Functionality
ID
WinTeam automatically assigns an ID to each new record, and uses the ID field to identify each record. You may change system-assigned ID Numbers.
Description
Use this field to enter a unique name for the record. After a new record is created, WinTeam displays this Description with the corresponding ID number in the Add/Edit list.
Active
Select this check box to make the selected record active. Clear the check box to make the record inactive.
Default
Select this check box to make the selected record the default value for this Add/Edit list. WinTeam uses this record to automatically fill in the corresponding field on a new record in the related screen.