View Transaction Journal Records

After the Accounting Subledger job runs, view the generated financial transactions on the Transaction Journal object in a format optimized for export to your accounting system. Transaction journal records include multiple fields to help you understand the generated data related to your financial transactions. Accounting Subledger creates transaction journal records automatically for new or changed CRM financial records.

Where: This change applies to Lightning Experience in Performance, Enterprise, Unlimited, and Developer editions where Accounting Subledger license is enabled, and where at least one active user has the Data Pipelines Base User permission assigned.

Who: Only users with the Access Accounting Subledger Starter or Access Accounting Subledger Growth permission set can access this feature.

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