You are here: Using the Application > Journals > Displaying Journal Details

Displaying Journal Details

Once you have located a journal on the journal home or list pages, click the journal number to display the journal detail page.

See Journal Fields for a full description of the standard fields that make up a journal.

The options available to you depend on your organization configuration and on the status of the selected journal.

Click the underlined lookup fields to display the related object's details.
Click Edit to change selected details on an "In Progress" journal.
Click Clone to clone the current journal header.
Click Manage Lines to manage your journal lines.
Click Classic View to view the document in Classic EditionThe view of the application that you see when you first install the base managed package..
Click Classic Edit to edit the document in Classic Edition.
Click Post to manually post an "In Progress" journal. Its status changes to "Complete".

You may need to click Classic View to give yourself access to the following buttons:

Click Cancel Journal to cancel a journal that has been posted in error.
Click Discard to discard an "In Progress" journal.
Click Create Recurring Journals to create recurring journals based on a "Complete" manual journal.

Notes and attachments

You can create, view, and edit notes and add attachments from the Notes & Attachments section. This section is used to attach any internal notes you want to retain about the record. For more information, see the Salesforce Help.

For example:

A copy of the customer's remittance advice showing settlement discount deducted.
An email from your Manager instructing you to write off a small balance on a customer's account.
A letter from a customer to say the payment they made has been applied to the wrong account.