---
schema_version: "1"
id: f2868d0d13cb4387c095f598e02d0c320b9943a826be4a1dba54e61d7f189282
title: Set Up Page Layouts for Transaction Journal Records
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/asl_page_layouts.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.asl_page_layouts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 549f101bbbfb0e2e66f5dddedd1aaf95724fd1a5f632370a4befc5ded7e6061e
description: Configure your own page layout for the Transaction Journal object to best fit your users' needs, and assign them to your user profiles.
products:
  - Education
  - Cross Cloud
release: "264"
---
# 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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="REQUIRED EDITIONS AND USER PERMISSIONS"><caption>REQUIRED EDITIONS AND USER PERMISSIONS</caption> <colgroup><col style="width:100%"></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>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Accounting Subledger</td></tr></tbody></table>

 
| 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-accounting_subledger-264-0-0-production-enus/157531ff-70d1-4f66-a3f6-8bad55ae5e5d/images/icon_note.png)
    
    Note The Booking Date is the transaction date of the transaction journal record.
    
    ![Example page layout for transaction journal records](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-accounting_subledger-264-0-0-production-enus/157531ff-70d1-4f66-a3f6-8bad55ae5e5d/accounting_subledger/images/tj_page_layout.png)
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](https://help.salesforce.com/articleview?id=customize_layout.htm&type=5).