Create a journal run
Learn how to create a journal run by selecting an organizational unit, closing accounting periods, and managing transactions in a multi-org environment.
Users can select an org unit that they can access for creating the journal entries for transactions within that org unit. Each org. unit in a multi-org environment transacts as an individual business unit. Therefore, users must create individual accounting periods for each organizational unit. When a new org. unit is created within the org hierarchy, an open-ended accounting period is automatically created for each new org unit. Users can later create an accounting period for the org unit based on their access permission.
Create a journal run after closing the accounting period to include all the transactions.
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Create a Journal Runs .
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From the Org Picker, choose the org unit to create the journal run.
The following transaction types are not supported when Multi-Org is enabled. If you need Journal Run reports for these transaction types, ensure you run the Journal Run before enabling Multi-Org.
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Transaction Category |
Transaction Type |
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Billing |
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Cash |
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