Financial administration > Journal categories

Journal categories simplify posting in WINPACCS Accounting by restricting the possible transactions and accounts for certain categories of journals. Use journal categories to make only relevant options available and reduce unnecessary sources of error. It also speeds up the posting process because your employees have fewer options to choose from. The settings affect the fields Transaction category, transaction type and cost category (or type of income) in WINPACCS Accounting

How you should configure journal classes depends on the cash flows in your projects. You can find some examples on the page Usable transaction categories and types.

NOTE: The Journal category differs from the journal class. Journal classes are fixed in WINPACCS Cloud and specify where accounting data comes from and how it is processed. You configure the journal categories yourself according to your requirements. When you create a new journal, first select the journal class. Then select - only for journals of the journal class Project accounting - the journal category.

Functions

	Create new journal category	Opens the tab General where you enter the basic information for the new journal category.
	Print journal categories	Creates a PDF document from the Journal categories overview.
	Export journal categories to Excel format	Creates an Excel-document from the Journal categories overview.
	Release journal categories	Releases new and changed journal categories. Only approved changes are sent to WINPACCS Accounting. The organisational data and all projects are published when they are released. Depending on the number of projects, this process may take a moment. For changes to take effect in WINPACCS Accounting close the affected journals and projects and then click on Start > Check for current data.
	Undo changes	However, you can undo changes, as long as they have not yet been released. New, unreleased journal categories are deleted.

Release status

The release status shows whether you can still undo changes (New, Changed) and whether the settings have been passed on to WINPACCS Accounting have been passed on (Released).