Using the Browse & View Journals page

You can use the Browse & View Journals page to view journals for your agency.

Applies to: Accountants, Accounting Assistants

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This article explains how you can view journals for your agency. You can filter by User, transaction ID, and by journal entries within a specified time period. You can also filter to enable a search for manual journal entries only. 

You can find this page by going to the “Accounting” tab in the side navbar, then going to “General”, and then selecting “Browse & View Journals” from the Journals tab

You can use this page to answer the following questions:

• How can I view journal entries for my agency?
• How can I search for manual journal entries only? 

The On-Screen Bill Listing page displays the following columns:  reference, transaction date, customer, due date, effective date, policy number, insured, total amounts, used and available amounts. 

• The ID column hyperlinks to the Journal Detail page which provides detailed information
• The Policy column hyperlinks to the Policy page to which the Bill Credit relates 
• The Insured column hyperlinks to the Insured Detail page in the CRM

Journal entries can also be downloaded in a CSV file from BindHQ.