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Insurance
Create Dual Transaction Journals

Create Dual Transaction Journals

Automatically generate dual transaction journals that represent a credit entry and a debit entry, based on the configuration for the transaction type in the General Ledger Account Assignment Rule record. Integrate these transaction journals with any accounting system of your choice to prepare your financial statements such as balance sheets and profit and loss statements.

Required Editions

Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited Editions where Insurance Brokerage is enabled

See Automatic Creation of Dual Transaction Journals for more information.

 
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