Create a journal run

Learn how to create a journal run by selecting an organizational unit, closing accounting periods, and managing transactions in a multi-org environment.

Users can select an org unit that they can access for creating the journal entries for transactions within that org unit. Each org. unit in a multi-org environment transacts as an individual business unit. Therefore, users must create individual accounting periods for each organizational unit. When a new org. unit is created within the org hierarchy, an open-ended accounting period is automatically created for each new org unit. Users can later create an accounting period for the org unit based on their access permission.

Create a journal run after closing the accounting period to include all the transactions.

Create a Journal Runs Follow the steps mentioned in Create a Journal Runs.
From the Org Picker, choose the org unit to create the journal run.

The following transaction types are not supported when Multi-Org is enabled. If you need Journal Run reports for these transaction types, ensure you run the Journal Run before enabling Multi-Org.

Transaction Category	Transaction Type
Billing	Invoice Item Adjustment (Invoice) Invoice Item Adjustment (Tax) Invoice Adjustment (Invoice Adjustment transaction is deprecated on Production.) Credit Balance Adjustment (Applied from Credit Balance) Credit Balance Adjustment (Transferred to Credit Balance)
Cash	Electronic Credit Balance Payment External Credit Balance Payment Electronic Credit Balance Refund External Credit Balance Refund