---
title: "Journal Entries, Follow-Ups and Trouble Tickets"
slug: "journal-entries-follow-ups-and-trouble-tickets"
updated: 2026-07-22T12:36:05Z
published: 2026-08-10T20:23:40Z
canonical: "help.idibilling.com/journal-entries-follow-ups-and-trouble-tickets"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Journal Entries, Follow-Ups and Trouble Tickets

The **Journals** tab on the Customer window lists all journal entries, follow-ups, and trouble tickets that exist for a particular customer.

- Journal entries are used to record miscellaneous information, notes and so on for a customer account.
- Follow-ups are used to define and track actions that need to be performed on a customer account.
- Trouble tickets are used to record problems and track problem resolution. You can add journal entries and follow-ups to a trouble ticket to further document and track problem resolution.

As an option you may set up your system to display journals, follow-ups and trouble tickets on separate tabs.

This section describes:
- [How to set up the IDI platform to support this functionality](/v1/docs/setup-for-journals-follow-ups-and-trouble-tickets). This includes configuring data management tables and setting up permissions in the Admin Console, and choosing whether to group or isolate journal entries, follow-ups and trouble tickets on dedicated tabs.
- [Journal tab contents and functionality](/v1/docs/journals-tab) (equivalent functionality provided on the **Follow-Up** and **Troubles** tabs when you choose to isolate them from Journals).
- [Special considerations for auto-assigning follow-ups and trouble tickets](/v1/docs/auto-assigning-follow-ups-and-trouble-tickets). This feature may be used to ensure certain follow-ups and trouble tickets, that require special handling, are assigned to the appropriate group.
- Using the check box: [Include items beneath Follow-Ups and Troubles](/v1/docs/include-items-beneath-follow-ups-and-troubles)