> For the complete documentation index, see [llms.txt](https://help.justperform.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.justperform.com/process-definition/modelling/transactions/journal.md).

# Journal

Journal allows users to efficiently capture and manage financial adjustments needed during consolidation. Journals enable users to log changes, corrections, or reclassifications accurately, ensuring that consolidated financial reports reflect up-to-date and accurate data.

With Journals, users can:

* Record essential adjustments easily.
* Maintain clear documentation for audit purposes.
* Ensure accuracy and consistency in consolidated reports.

## Journal Details

The Journal Details layout and header are very similar to that of a sheet. Like sheet details and Fields pane, Journal has Journal Details and Fields.

<figure><img src="/files/vHVUQXHy7bVD0NILQ9gA" alt=""><figcaption><p>Journal Details</p></figcaption></figure>

**Name :** Name of the Journal

**Title :** Title of the Journal

**Functional Area :** Functional Area to which Journal belongs

**Layout Type :** dropdown section currently allows Journal Form

**Layout :** The Journal Layout contains Journal List and Line Items

Each of these section have default fields and metrics. The fields and metrics can be accessed from the fields pane.

#### **Journal List** &#x20;

Metrics : Description and Status&#x20;

Fields : Journal ID

#### **Line Items**&#x20;

Metrics : Debit ( Number ), Credit ( Number ), Remarks ( Text ), Balance ( Number )

Fields : Line Items ID

The purpose of each of these is :&#x20;

Description: Information to explain the document entry ( Text )

Status: Status of Journal (Data Status metric with Allowed members as : Open/Posted/UnPosted)

Debit/Credit: Debit/Credit amount in line item ( Number )

Remarks: Description of line item ( Text )&#x20;

Balance: Debit - Credit ( Number )

New fields and metrics can be added to further customize the Journal template. After Journal Template is created, user can navigate between multiple screen in Journal.

* Default screen: Journal List which show all created Journal by filter and show all the detail from Journal Header as per user configuration in Layout
* Journal Document screen: Individual Journal Data - Navigate by clicking to individual Journal or click Create new Journal
* Journal Metric List and Explore Page: To edit Journal metric and apply formula for Journal Metric

## Journal Header

<figure><img src="/files/Q5eTftGKV3LWemNBHY01" alt=""><figcaption><p>Journal Header</p></figcaption></figure>

<img src="/files/EH3HFcoZrIzitF9nLLSC" alt="" data-size="line"> **Refresh :** to Refresh Journal

<img src="/files/SyxCkb4YPd5rsiq7Nqp2" alt="" data-size="line"> **Selection :** To add fields and metrics to selection

<img src="/files/twOQKR4ZHkMuxDmYPSD2" alt="" data-size="line"> **Edit mode :** To open Detail pane to edit Journal&#x20;

<img src="/files/KiyUO5ne8ZyfY4IrdkW2" alt="" data-size="line"> **Journal Details :** Open Journal template in new tab to enable data entry

<img src="/files/p7EpG4MczNBzvbfvSwiu" alt="" data-size="line"> **Search :** to search for a particular entry

<img src="/files/etdj3Xnys2AqXOJFYxVl" alt="" data-size="line"> **Metric List :** Go to metric page

<img src="/files/4mfMVejvzcwq6nF9lvQl" alt="" data-size="line"> **Snippet :** To view and create snippets

<img src="/files/vPjDJfcpKi42l4LSO7kW" alt="" data-size="line"> **More :** This contains options to **Import** and **Export**&#x20;


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