The header section shows information for the journal entries you're currently looking at. The header shows the dimensions the administrator chose for your model in the Journal Configuration file. It also has other important information about the journal entries.
The columns in the header include:
| Column | Description |
| JE ID | A unique identifier for the journal entry |
| JE Tag | A label or category that's assigned to the journal entry for easier filtering or organization. |
| Description | A brief summary or explanation of the journal entry's purpose or content. |
| Recurring From | The start date for recurring journal entries. |
| Recurring To | The end date for recurring journal entries. |
| Status | The current state of the journal entry, for example, is the journal entry posted or unposted. |
| Balance | An indicator showing if the journal entry is balanced or not. |
| Attachment | An indicator of whether supporting documents or files are attached to the journal entry. |
| Lock status | Shows whether the journal entry is locked for editing or modification. |
| Security status | Indicates the read or write permissions associated with the journal entry. The security status is based on the created security profiles in the Security module. Note: To view a journal entry, you need read permission to access both the header and the detailed information. If you have access to the header but not the details, you won't be able to see the full journal entry. |
Journal entry header toolbar menu
The main toolbar menu is located at the upper right, above the header section.
These are the descriptions of the icons:
| Icon | Description |
 New Query | Create a new query. |
| Create a new journal entry. |
 Edit journal entry | Edit an unposted journal entry into the model. It's available only for unposted journal entries. |
 Post journal entry | Post a selected journal entry. It's available only for journal entries that have been created and saved that you have selected. |
 Unpost journal entry | Unpost a selected journal entry. It's available only for journal entries that have been created and posted that you have selected. |
 Reporting | Create a new journal entry report. |
 Journal Audit Summary | Review a summary of journal entries:
|
 Import | Bulk import all journal entries using a Comma Delimited File or CSV. |
 Export | Export all journal entries. A CSV file will be created and saved in your browser's download directory. |
 Delete | Delete unposted journal entries. The journal entry must be unposted before the journal entry can be deleted. |
 Refresh | Refresh the journal entry workspace. |
 Save | Save a journal entry that's been created or modified. The save is a bulk save and will save all of your changes. Selecting this icon doesn't save any journal entries into the model. |
To manage a journal entry header, right-click on it to access the options:
- Edit: Change the journal entry.
- Duplicate: Create a copy of the journal entry.
- Add Attachment: Attach files or documents to the journal entry.
- Post: Finalize and record the journal entry in the system.
- Unpost: Remove the journal entry from the system.
- Audit: View the history and changes made to the journal entry.
- Export: Save the journal entry as a file to your device.
