Summarize by categoryThe Journal entry categories form displays system data. It is not possible to manually add or delete journal entry categories, but it is possible to assign a day book to a journal entry category.
Journal entry categories are used to organize journal entries in different groups. Examples of journal entry categories are 'Sales invoices', 'Stock part', 'Part revaluation' and 'Purchase orders'. For each category, you can specify a day book. This is mandatory for some financial links.
In addition, you can indicate whether a journal entry category may be summarized. Run the Summarize journal entries process to merge similar journal entries that may be summarized into one journal entry.
A journal entry category has different types. These types are pre-defined types. It is not possible to add or delete types. The journal entry category 'Sales invoices', for instance, includes the types 'Debtors', 'Provisional turnover', 'Period turnover', and 'Bulk discount'. For each type, you can specify whether the journal entry lines are to be exported to your financial application. In addition, you can specify scripts for the journal entry types, which will be run during the export. For example, you could use a script to make sure the correct description is used.
Both journal entry categories and types can be used to specify a selection of journal entries on the Journal entries form, in order to display only the journal entry categories or types that are relevant to you.
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