Purchase journal entry layout for reconciliation

In the entry layout, you specify if and how the reconciliation functionality starts from the purchase entry if you reconcile the goods receipt from the purchase journal in Profit Financial.

The default setting of the entry layout is Pose question. This is the most user friendly setting and it means that you can decide whether you want to reconcile or not when entering each invoice. For example, when entering non-logistics invoices such as costs, you then have the option not to reconcile them.

You should only change this setting if the reconciliation functionality must always start automatically or must never start.

To set the purchase entry layout for reconciliation:

1. Go to: General / Management / Entry layout.
2. Select the entry layout for purchase entries.
3. Click on the action: Copy.
4. Enter the description.
5. Click on: Finish.
6. Go to the tab: General settings.
7. Select a value for Reconciliation.
8. Click on: OK.

Link the entry layout to the purchase journal:

Make sure you have linked the entry layout to the purchase journal, particularly when you have added or copied a new entry layout.

1. Go to: Financial / Ledger / Journal.
2. Open the properties of the purchase journal.
3. Go to the tab: Layout.
4. Select the entry layout in Enter.
5. Click on: OK.