Journal entries can be created for many reasons and are used to record miscellaneous information, notes and so on for a customer's account.
You may enter your own journal entries to close out the books at the end of the fiscal year, or if you want to enter journal entries for transactions not tracked by the IDI platform.
Note
You may edit journals in order to make corrections; however, there are permissions around editing system-defined journals.
To view journal entries, from the Application menu select Backoffice Management > General Ledger > Journal Entries > New Journal Entry.
.gif?sv=2026-02-06&spr=https&st=2026-09-24T21%3A22%3A18Z&se=2026-09-24T21%3A33%3A18Z&sr=c&sp=r&sig=tpJ%2FTJ7xpagJb5SLcO%2FmlO%2FD4biU2oJG2jMc%2FJWcDA8%3D)
From here you can: