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Set Up Page Layouts for Transaction Journal Records

Configure your own page layout for the Transaction Journal object to best fit your users' needs, and assign them to your user profiles.

REQUIRED EDITIONS AND USER PERMISSIONS
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Accounting Subledger
User Permissions Needed  
To create page layouts: Customize Application
To assign page layouts: Manage Profiles and Permission Sets

Configure Page Layouts

  1. From the object management settings for transaction journal, go to Page Layouts, and then click New.
  2. Enter a page layout name, and then save your changes.
  3. We recommend that you add at least these fields and any custom fields that you added:
    • Accrual Journal Entry
    • Booking Date
    • Created By
    • Credit Amount
    • Comment
    • Debit Amount
    • Due Date
    • External Transaction ID
    • Fund Account Value
    • General Ledger Code
    • Journal Type
    • Last Modified Date
    • Payment Date
    • Payment Method
    • Transaction Amount
    • Write Off Journal Entry
    Note
    Note The Booking Date is the transaction date of the transaction journal record.

    Example page layout for transaction journal records

  4. Save your changes.

Assign Page Layouts

  1. If you're not already on the Page Layouts page, from the object management settings for transaction journal, go to Page Layouts, and then click Page Layout Assignment.
  2. Click Edit Assignment.
  3. From the ​​Page Layout To Use dropdown list, select the page layout that you created.
  4. Select the rows for all profiles that can view transaction journal records.
  5. Save your changes.

See Page Layouts.