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Custom Fields on Journals

You can make your own custom fields available for reading or writing on your journals, and expose them to the FinancialForce API and desktop appsCompatible applications installed on your local computer, such as FinancialForce XL and FinancialForce Print Formatter. for reporting or document input. For example, you can do this in order to populate custom fields when uploading journals using FinancialForce XL.

You must create an integration rule (Type 1) to expose your custom fields on the journal object. See What is an Integration Rule? and Making Custom Fields Available to FinancialForce XL for more information.

Where are my custom fields?

In Classic EditionThe view of the application that you see when you first install the base managed package., click the icon next to the Journal Description field to complete custom fields on the journal header, and click the icon on the journal line to complete custom fields on the journal line.

In Extended EditionThe view of the application that you see when you install one of the extension packages (such as the Cash Entry Extension package). For invoices, credit notes, and journals Extended Edition is integrated into the main package, but must be configured., custom fields on the journal header are available for input along with other header fields. To make custom fields on journal line items available for input, your administrator must add the custom fields to the Manage Lines field set.

When using custom input forms, your administrator must add any custom fields for both journal header and lines to the appropriate input forms.

Note:

Note:

If an integration rule and a sub-analysis mapping are targeting the same field, the integration rule overrides the mapping.

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