---
title: "Step #3 Creating Custom Journal Types"
slug: "step-3-creating-custom-journal-types"
updated: 2026-08-11T11:39:26Z
published: 2026-08-11T11:39:26Z
canonical: "help.idibilling.com/step-3-creating-custom-journal-types"
---

> ## 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.

# Step #3 Creating Custom Journal Types

**AdminConsole > Data Management > Journals > Journal Types**

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/76230.wmf?sv=2026-02-06&spr=https&st=2026-11-14T11%3A08%3A34Z&se=2026-11-14T12%3A08%3A34Z&sr=c&sp=r&sig=49ZskBNUIY20vP0aE3G%2FYAVGk%2BztN1C%2BT%2FGmZI4cxQE%3D)

**Journal Type:** Name for the new Journal Type that will be displayed to users

**Journal Group:** Set to Customer Management

**Journal Class:** Set to Journal

**Severity:** <not used>

**Escalation Group:** <not used>

**Escalation Hours:** <not used>

**Base Attribute** (Optional): Set an attribute definition that will be added to the journal when this type is selected.

**Auto-Assign Group**: <not used>

**Start Date:** Starting date that the new type will be visible to users. Unselected = visible immediately

**End Date:** Ending date that the new type will be visible to users.

**Use in OnlineBill**: Check to indicate that journals of this type are to be viewable to end-subscribers in OnlineBill (or any other end-subscriber facing application.)

- When checked, journals created with this type will default to publicly viewable but this can be over-ridden by the user on a journal by journal basis.
- When unchecked, journals created with this type will default to Internal only and users will not be able to over-ride this.

**More**

Journals entries allow users to record additional information, notes, communications and another other information that is relevant to a Ticket.

Journal Types allow organizations to provide classifications of the Journals that are being added.

Classification makes it easier to filter and search for particular types of Journal entries and also gives users an at-a-glance indication of the nature of a Journal without needing to read the details.

An example of a typical Journal Type classification scheme may look like this:

| Customer Communication |
| --- |
| Customer Status Update |
| Information Request |
| Internal Note |
| Internal Status Update |
| Vendor Communication |
| Vendor Status Update |

Administrators indicate for each Journal Type whether or not the Journals of that classification will be viewable externally (i.e., viewable to the customer via the OnlineBill subscriber portal).

Journal Types set to external viewing defaults the Journal to customer viewable however the user has the option to override this on an individual Journal basis.

Journal Types set to internal viewing do not allow users to set the viewable status and the Journal will automatically be set to internal only.

Type is required when adding a Journal and the following Journal Types are provided by default:

  - Internal Note (Internal Viewing Only)
  - Public Note (External Viewing by default)