Sometimes a new journal is created in your accounting package, for example a new purchase journal or sales journal, that is not yet available in Zenvoices. In that case, you add it manually via the company settings.
Adding a journal
You add a journal via Manage / Organisation / Companies. Then follow these steps:
Select the correct company and click 'Edit'.
Scroll to the 'Journals' section.
Click 'Add journal' and select the journal you want to add.
Save the change.
The journal is now available for that company.
Which journal types can I add in Zenvoices?
In Zenvoices, you can add the following journals:
Purchase journal
Sales journal
The journals like Kasboek, Bankboek en Memoriaal are not supported.
Connecting a sales journal?
Are you adding a sales journal? Also read the article about self-learning recognition. The last paragraph contains a few points of attention.
Synchronising master data
After adding the journal, you can start a manual synchronisation. Click 'Actions' and select 'Synchronise master data'. This immediately retrieves the data from your accounting package.