If your journal account type are different than the standard codes from Exact Online, you will need to adjust this in the company settings in Basecone.

You can adjust this by going to settings companiesactionssettings.

You will see the following settings screen:

Here you can change the codes to the journal type you want to use and set this as the default purchase/sales account.


Select another journal type in the booking screen

The booking screen displays the default journal selected in the journal settings. When you want to book in another journal, you can select (if available) another journal in the booking screen. The invoice will then be booked in the selected journal.
(If you are not able to change the journal and is grayed out, this is because there is only one journal type. You will see this between the tag given and the comment box).

📌 The journal displayed in the booking screen is selected at the time of tagging. If the default journal is changed after the document was tagged, this change will not be applied and will need to be manually adjusted in the booking screen. The new invoice that you tag will go automatically to the "new" default purchase/sales journal type.

Did this answer your question?