---
schema_version: "1"
id: cea3ab4818578c3b5b4725c9610fbf8124f762dd9c1b2a3d5c4d4f331065348b
title: Automatic Creation of Dual Transaction Journals
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_general_ledger_results.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_general_ledger_results.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 015b8337d073b3c256b54ea3621bc9bbeec4f929a9ff54b5f4741d236fd06fe5
description: Automatically generate dual transaction journals, that represent a credit entry and a debit entry, based on the configuration for the transaction type in the General Ledger Account Assignment Rule record. Integrate these transaction journals with any accounting system of your choice to prepare your financial statements such as balance sheets, and profit and loss statements.
products:
  - Revenue Cloud
release: "264"
---
# Automatic Creation of Dual Transaction Journals

Automatically generate dual transaction journals, that represent a credit entry and a debit entry, based on the configuration for the transaction type in the General Ledger Account Assignment Rule record. Integrate these transaction journals with any accounting system of your choice to prepare your financial statements such as balance sheets, and profit and loss statements.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the Revenue Cloud Billing license</a>. Contact your Salesforce account executive for more information.</td></tr></tbody></table>

After your Accounts Receivables admin creates general ledger accounts and assignment rules, and your Billing admin [enables the Create Transaction Journals for Transactions feature](https://help.salesforce.com/s/articleView?id=ind.billing_setup_financial_accounting_features.htm&release=264.0.0&type=5 "To automatically create Transaction Journal records for your transactions, turn on Create Transaction Journals for Transactions."), the system automatically creates transaction journals in these scenarios:

 
| Billing Transaction | Transaction Journals Created When |
| --- | --- |
| Invoice, Invoice Line, and Invoice Line Tax | A Invoice record's status changes to Posted, Voided, or Canceled |
| Credit Memo, Credit Memo Line, and Credit Memo Line Tax | A Credit Memo record's status changes to Posted, Voided, or Canceled |
| Credit Memo Invoice Application and Credit Memo Line Invoice Line | After these records are created |
| Payment | A Payment record's status changes to Processed |
| Payment Line Invoice and Payment Line Invoice Line | After these records are created |
| Refund | A Refund record's status changes to Processed |
| Refund Line Payment | After these records are created |
| Debit Memo Line | After these records are created |

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-revenue-264-0-0-production-enus/91ca99c6-d5c8-4986-b961-c6b7801e0d0d/images/icon_note.png)

Note Your Accounts Receivable Admin can create General Ledger Account and General Ledger Account Assignment Rule records even when the Create Transaction Journals for Transactions toggle is disabled.