Add project journalising journal

You add a journal for journalising the projects. You also link the counter for the project invoices to the journal.

You can use multiple counters in a single administration. Profit determines this counter using the Verkoop journal.

To add the project journalising journal:

1. Go to: Financial / Ledger / Journal.
2. Click on: New.
3. Enter the description.
4. Select Sales in Journal type.
5. In Counter last invoice select the counter, for example Verkoopfactuur Algemeen.
6. Click on: Next.
7. Select the entry layout..
8. Click on: Finish.

To set up an alternative project invoice journal:

In Profit, it is important to select the correct journal in order to use the correct counter. A particular order applies here:

1. By default, the sales journal is retrieved that was recorded in the Integration types of project invoices (Manual project invoices/Automatic project invoices) via General / Configuration / Integration settings / Integration type.

   Profit automatically determines the number of the invoice based on the counter of the journal that is set for the integration type.

   Note:

   The integration types are recorded in each administration. If you want a separate counter for each administration, you must record it separately. That is because in each administration, you have a separate sales journal.

2. You can enter a deviating journal in the sales contact profile by selecting General / Configuration / Integration settings / Sales contact profile and opening the properties of the sales contact profile. You can link the sales contact profile to the debtor(s) in question by selecting Financial / Debtor / Debtor, opening the properties of the debtor, going to the General tab and selecting the sales contact profile in the Profile field.

   Note:

   In this case, this applies for all projects of that debtor. You cannot make deviations by project.

3. In the entry layout of the project invoice, you make the Journal field available by selecting General / Management / Entry layout, opening the properties of the project invoice entry layout and going to the Header tab. After this, you can only select a journal for the manual project invoices, via Projects / Invoicing / Invoices, New.