Defining the Journal Columns

The next step in the process is to define the journal columns in Transaction Matching. Here is an example of required columns needed in an ERP system in order to import journal entries into that ERP system. In Transaction Matching, you create these columns.


Example of a journal from an ERP system

To create journal columns in Transaction Matching:

  1. From Home, select Applications, then Match Types, and then Journal Columns.
    Journal Columns dialog
  2. Click New to create a new journal column.
    Journal column details dialog
  3. Enter a Name, and then click Save.

    Note:

    You can also edit this information by clicking the Actions and selecting Edit.