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
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