---
schema_version: "1"
id: e832cee8bbb3899f022a56eb61ed3974114dca16f21e1287feb7d59cf2717a42
title: Automate Agency Billing Journals
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/260-0-0/rn_insurance_billing_automate_journals.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_insurance_billing_automate_journals.htm&release=260&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5efda06276193a1fcf2f4ad3850165f1b6cbf877f4edc17395d87b0093c6f513
description: Strengthen financial accuracy and control by defining accounting periods for each legal entity by maintaining a chart of accounts. Then, automatically generate dual-entry journal entries based on billing transaction types and general ledger assignment rules.
products:
  - Cross Cloud Packages Solutions
release: "260"
---
# Automate Agency Billing Journals

Strengthen financial accuracy and control by defining accounting periods for each legal entity by maintaining a chart of accounts. Then, automatically generate dual-entry journal entries based on billing transaction types and general ledger assignment rules.

**Where:** This change applies to Lightning Experience in Professional, Enterprise, and Unlimited editions where Insurance Brokerage SKU is enabled.

**How:** From Setup, in the Quick Find box, find and select **Billing Settings**, and turn on **Create Transaction Journals for Transactions.** Then, create general ledger accounts and assignment rules, and define the criteria for billing transactions.

#### See Also

- [_Salesforce Help_: Create Dual Transaction Journals](https://help.salesforce.com/s/articleView?id=ind.ins_brokerage_billing_setup_dual_transaction_journals.htm&type=5&language=en_US)