Modify the Journal entries page

Subscription

General Ledger

Projects (for revenue recognition of projects)
Regional availability

All regions

User type Business user with admin privileges
Permissions

Journal entries, Business user: List, View, Edit, Add, Delete

If you’re an administrator, you can change the layout of the line item options on this page. Moving commonly used fields around to more convenient positions on the page can significantly speed up data entry and also enable you to see your most relevant information in one easy glance.

Changing the layout of a page affects anyone who uses that page. You can't create one page configuration for one individual and then a different page configuration for another individual. In addition, changes you make to this page will apply to corresponding pages in all types of journal entries, such as statistical journal entries and recurring journal entries. For example, if you change the layout of a journal entry page in Edit mode, then every journal entry page will reflect that change in Edit mode.

To modify the layout of this page:

  1. Select More actions, and select Edit entries layout. This displays the details for the first line item in the Entries section.
  2. To move a field, hover over it until your cursor changes to a four-headed arrow: Then select and drag the field to another area of the page. You can:
    1. move the field within its own section. For example, from the end of the Dimensions section to the beginning of the Dimensions section.
    2. move the field to another section entirely.
    3. create a new Entries section table column out of the field. Select the field and drag it up to the main title row of the Entries section. The field name becomes a new column in the Entries section.
    4. change the order of the columns in the Entries section. To change the order of the columns, hover over the heading of the column you want to move. When your cursor changes into a four-headed arrow, select and drag the column to the left or the right.
If you use Allocations, you cannot move an allocation line item to another section. However, you can reorder the rows of line items within the Allocation splits table.

To move one of these rows, go to the dotted rectangle at the beginning of a line item row. Then select and drag that line item up or down. Your cursor will not change into another icon.

You can apply your revised layout to display in the Edit and View mode, in addition to the Create or Add mode. Select the Apply the layout changes to all form views (Create, Edit, View) checkbox.

When you're done, select Save layout. The new layout displays for all users.

If you make an error or change your mind, select Reset to default. Intacct resets the page to its default layout view.