--- title: "Working With Journals" slug: "working-with-journals" updated: 2026-07-08T09:28:44Z published: 2026-07-14T15:24:14Z canonical: "help.idibilling.com/working-with-journals" --- > ## 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. # Working With Journals Journal entries are used to record miscellaneous information, notes and so on for a customer account. #### Accessing Journals You can access the Journals page: - from an existing Journal in the Account Summary InfoCenter In this case you'll see just the Journal you selected on the Account Summary. OR - from the ***Customer*** menu by choosing **Account** > **Journals**. **(Show picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83958.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A58Z&se=2026-11-14T11%3A41%3A58Z&sr=c&sp=r&sig=r7Awnv4q09UnepqCmIrFqoNDxVUVel2mRzlZ%2FyUO%2F%2Bc%3D) In this case you'll see all Journals on the account. OR - Use the Applications menu **SEARCH** option - To perform a search: 1. Click **SEARCH** in the Applications menu, then click the down arrow to show all search options. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83959.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A58Z&se=2026-11-14T11%3A41%3A58Z&sr=c&sp=r&sig=r7Awnv4q09UnepqCmIrFqoNDxVUVel2mRzlZ%2FyUO%2F%2Bc%3D) 2. Choose **Journal**. Enter one of the criterion as indicated in the search field, or click **More Options**. 3. If multiple items are returned in the search results you can click a link in the Journal column to go directly to that item, or click a link in the Account Number column go to the applicable Account Summary. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78833.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A58Z&se=2026-11-14T11%3A41%3A58Z&sr=c&sp=r&sig=r7Awnv4q09UnepqCmIrFqoNDxVUVel2mRzlZ%2FyUO%2F%2Bc%3D) #### Using the Journal View Select a specific Journal to work with by clicking through the list on the left. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83960.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A58Z&se=2026-11-14T11%3A41%3A58Z&sr=c&sp=r&sig=r7Awnv4q09UnepqCmIrFqoNDxVUVel2mRzlZ%2FyUO%2F%2Bc%3D) - You can also search for an existing Journal by ID, Type or Status, or click **More Options** to select from additional search criteria. **(Show picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83961.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A58Z&se=2026-11-14T11%3A41%3A58Z&sr=c&sp=r&sig=r7Awnv4q09UnepqCmIrFqoNDxVUVel2mRzlZ%2FyUO%2F%2Bc%3D) - You can view/attach a document on a selected Journal by clicking the paper clip. This functionality is only available if your system is set up to use Document Storage. - Buttons on the right ride of the page let you add, edit, delete and Move the selected Journal. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/81026.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A58Z&se=2026-11-14T11%3A41%3A58Z&sr=c&sp=r&sig=r7Awnv4q09UnepqCmIrFqoNDxVUVel2mRzlZ%2FyUO%2F%2Bc%3D) - To add a new Journal click **NEW**. To edit an existing one, select the Journal from the list on the left and then click **EDIT**. **(More)** Enter Journal information in the Add/Edit dialog. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/78704.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A58Z&se=2026-11-14T11%3A41%3A58Z&sr=c&sp=r&sig=r7Awnv4q09UnepqCmIrFqoNDxVUVel2mRzlZ%2FyUO%2F%2Bc%3D) | Type | Select from the drop-down list. | | --- | --- | | Status | Select from the drop-down list. | | Description | Describe the purpose of this Follow-up | | Internal Only | If checked, this journal entry is only displayed to your company's users. | | Display In InfoCenter | Choose whether or not to display this Follow-up in the Account Summary InfoCenter | > [!NOTE] > Note: > > ***Journals whose Type = Forced Journal are read-only and cannot be edited.*** - Journals associated to a customer account can be moved to a specific Follow-up within the account. Similarly, Journals associated to a Follow-up can be moved to a different Follow-up on the account or directly to the account itself. **(More)** To move a Journal: 1. Click **MOVE**. 2. Select the object type with which the Journal will be associated. If the Journal is associated to the customer's account you may choose to associate it to a Follow-up on that account. If the Journal is already associated to a Follow-up you may choose to associate it to a different Follow-up on the account, or directly to the account itself. **(Show Picture)** Select object type: ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/79069.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A58Z&se=2026-11-14T11%3A41%3A58Z&sr=c&sp=r&sig=r7Awnv4q09UnepqCmIrFqoNDxVUVel2mRzlZ%2FyUO%2F%2Bc%3D) Search to find the specific object: ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/79070.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A58Z&se=2026-11-14T11%3A41%3A58Z&sr=c&sp=r&sig=r7Awnv4q09UnepqCmIrFqoNDxVUVel2mRzlZ%2FyUO%2F%2Bc%3D) - To delete the selected Journal, click **DELETE**. #### Showing Forced Journals Silent (unprompted) Forced Journals are typically used for auditing purposes and may not be of interest to all users. To avoid cluttering the Journals page, silent Forced Journals are not displayed on this view by default. You can choose whether to hide or show Forced Journals via the check box available under **More Options**. **(Show Picture)** ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/83963.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A41%3A58Z&se=2026-11-14T11%3A41%3A58Z&sr=c&sp=r&sig=r7Awnv4q09UnepqCmIrFqoNDxVUVel2mRzlZ%2FyUO%2F%2Bc%3D) > [!NOTE] > Note > > Silent Forced Journals are not editable (Edit, Move, Delete are disabled). For more on Forced Journals see [Forced Journals](/v1/docs/forced-journals).