After updating NewViews 2 or NewViews for Non-Profit Housing to version 2.33, you may notice a change in behaviour when adding entries directly to account ledgers. All entries added to account ledgers must be associated with a journal. In previous versions of NewViews, the default journal for that ledger was used if one had been set. If no default journal had been set for that ledger, the General Journal was used automatically.
In this version, you are prompted to select the journal to be used for the ledger entry if no default has been set versus automatically using the General Journal. A default journal for any ledger can be set quickly and easily following the steps below; once this is done, the prompt will no longer appear.
Note: If you post entries directly to more than one account ledger, you will need to set a default journal for each. Setting the default journal for any given workstation will not be reflected in any other workstation.
Setting Default Journals for Account Ledgers
- When you add a new entry to an account ledger for which a default journal has not been set, you will be prompted to choose a journal. In this example, we are using the bank account ledger.