| DMF | 090182 ADMINISTRATOR SETUP TEMPORARY INVOICES JOURNAL LINKS |
Journal links are rules that allows you to define the value that will be specified by default in the Journal field of the temporary invoices lines after an import.
Journals that are automatically specified thanks to project links can still be modified manually on the temporary invoice, if needed.
Project links setup is available from the Settings Portal > Purchase > Temporary invoices > Journal links.
Setting up by company
The setup for several companies are available from the tab, at the top of the journal links screen. By default, the ***** tab is the only one displayed.
The setup of journal links on the ***** company is not available. You have to add a specific setup to a company in order to set up journal links.
If a setup does not exist for a company, the journal will not be automatically specified during the invoice import on this company. You have to manually specify the journal on the invoice.
Adding a specific setup for a company
| 1 | From journal links screen, click on the + tab at the top of the screen. |
| 2 | In the window, select a Company from the drop-down list. This list displays all the companies set up in Akuiteo that do not yet have a specific setup. |
| 3 | Click on Validate. |
| 4 | Specify the Default journal at the bottom of the screen. The default journal is the journal that will be automatically specified on a temporary invoice in the case of no supplier link > journal exists for the invoice supplier. |
| 5 | Click on Save at the bottom of the screen. |
A new tab is added for the specific setup on the selected company.
Deleting a specific setup for a company
Important
The deletion of the specific setup of a company deletes all the journal links set up for the company.
| 1 | From the journal links screen, click on the tab of the relevant company. |
| 2 | Click on Delete the setup at the top right of the screen, then confirm the deletion. |
The specific setup is deleted.
Managing journal links
Adding a supplier > journal link
Supplier > journal links are the only types of links possible for journals.
They allow you to define the journal specified by default on the temporary invoices depending on the supplier found during the import.
| 1 | From the journal links screen, click on the tab of the company on which the journal link will be added. |
| 2 | On the right of the Supplier links > journal table, click on + Link. |
| 3 | Specify the fields: |
| Field | Description |
|---|---|
| Supplier |
Select the relevant supplier for the journal link. The list displays all the suppliers currently valid in the tab company and in the ***** company. |
| Journal |
Select the journal to specify by default on the temporary invoices for the relevant supplier. The list displays all the journals currently valid in the company. |
| 4 | Click on Validate, then on: |
- Save to create only one journal link.
- Save and create another to create the journal link and create another journal link.
The journal link is added.
Modifying a journal link
| 1 | From the journal links screen, click on the tab of the company on which the journal link will be modified. |
| 2 | Click on  to the right of the journal link line. |
| 3 | Apply the desired modifications and save. |
The journal link is modified.
Deleting a journal link
Important
Deleting a journal link cannot be reversed.
From the journal links screen, click on the tab of the company on which the journal link will be deleted then click on 
to the right of the journal link line and confirm the deletion.
Modifying the default journal
The default journal can be modified in order to define the journal that will be automatically selected on a temporary invoice in the case of no existing journal link for the supplier of the invoice.
The default journal is set in the Default journal section, at the bottom of the journal links screen of a company.
