Journal entries allow you to keep a memo or a note against a form result that you can refer to in the future. Below we explain how to manage form result journal entries. 

  1. Click Forms > Form Results > Journal entries (If you click on the context menu it is the second option) to view and/or add journal entries.

How to add a journal entry 

  1. Start typing in the search bar to filter the list or search for a specific journal entry/s, e.g. by keyword or added by name.
  2. Click ˅ or ˄ at the top of any column to sort the list alphabetically (or numerically, depending on the column) in ascending or descending order.
  3. Click the + ADD NEW JOURNAL ENTRY bar to create a new journal entry.
  4. Type the journal entry in the text box (up to 1000 characters).
  5. Click the Choose File button to browse for a file to attach to this journal entry (optional).
  6. Click the + Add comment button to save the new journal entry.

NB. Once you save a journal entry, it cannot be edited or deleted.

  1. Click on the file attachment icon next to an existing journal entry to open or download the attachment.

Manage order journal entries

  1. Click Orders > Orders > Journal (blue button next to an order in the orders list) to view and/or add journal entries.OR Click Orders > Orders > Projects > Edit (blue button next to an order in the orders list) and click the Journal tab.
  2. Click the Order summary button at the top right to view a popup order summary.
  3. Start typing in the search bar to filter the list or search for a specific journal entry/s, e.g. by keyword or added by name.
  4. Click ˅ or ˄ at the top of any column to sort the list alphabetically (or numerically, depending on the column) in ascending or descending order.
  5. Click the + ADD NEW JOURNAL ENTRY bar to create a new journal entry.
  6. Type the journal entry in the text box (up to 1000 characters).
  7. Click the Choose File button to browse for a file to attach to this journal entry (optional).
  8. Click the + Add comment button to save the new journal entry. NB. Once you save a journal entry, it cannot be edited or deleted.

Manage Asset journal entries

  1. Click Clients & Projects > Clients > Journal (blue button next to an asset in the assets list) to view and/or add journal entries.OR Click Assets & Tasks > Assets > Edit (blue button next to an asset in the assets list) and click the Journal tab.
  2. Start typing in the search bar to filter the list or search for a specific journal entry/s, e.g. by keyword or added by name.
  3. Click ˅ or ˄ at the top of any column to sort the list alphabetically (or numerically, depending on the column) in ascending or descending order.
  4. Click the + ADD NEW JOURNAL ENTRY bar to create a new journal entry.
  5. Type the journal entry in the text box (up to 1000 characters).
  6. Click the Choose File button to browse for a file to attach to this journal entry (optional).
  7. Click the + Add comment button to save the new journal entry. NB. Once you save a journal entry, it cannot be edited or deleted.
  8. Click on the file attachment icon next to an existing journal entry to open or download the attachment. NB. If the attachment is an image it will open in a popup window. For other file types you can download and open the attachment in the relevant application.
  9. Click the downloaded file at the bottom of the screen to open the attachment. NB. This may appear slightly differently depending on your computer’s settings.
  10. All standard functionality in the relevant application is available to view and save the file

Manage client journal entries

  1. Click Clients & Projects > Clients > Journal (light blue button next to a client in the clients list) to view and/or add journal entries. OR Click Clients & Projects > Clients > Edit (dark blue button next to a client in the clients list) and click the Journal tab.
  2. Start typing in the search bar to filter the list or search for a specific journal entry/s, e.g. by keyword or added by name.
  3. Click ˅ or ˄ at the top of any column to sort the list alphabetically (or numerically, depending on the column) in ascending or descending order.
  4. Click the + ADD NEW JOURNAL ENTRY bar to create a new journal entry.
  5. Type the journal entry in the text box (up to 1000 characters).
  6. Click the Choose File button to browse for a file to attach to this journal entry (optional).
  7. Click the + Add comment button to save the new journal entry. NB. Once you save a journal entry, it cannot be edited or deleted.
  1. Click on the file attachment icon next to an existing journal entry to open or download the attachment. NB. If the attachment is an image it will open in a popup window. For other file types you can download and open the attachment in the relevant application.
  2. In the image popup you can rotate the image and/or print the document detail. Click Close when you’re finished.

Manage project journal entries

  1. Click Clients & Projects > Projects > Journal (blue button next to a project in the projects list) to view and/or add journal entries. OR Click Tools > Projects > Edit (blue button next to a project in the projects list) and click the Journal tab.
  2. Start typing in the search bar to filter the list or search for a specific journal entry/s, e.g. by keyword or added by name.
  3. Click ˅ or ˄ at the top of any column to sort the list alphabetically (or numerically, depending on the column) in ascending or descending order.
  4. Click the + ADD NEW JOURNAL ENTRY bar to create a new journal entry.
  5. Type the journal entry in the text box (up to 1000 characters).
  6. Click the Choose File button to browse for a file to attach to this journal entry (optional).
  7. Click the + Add comment button to save the new journal entry. NB. Once you save a journal entry, it cannot be edited or deleted.
  1. Click on the file attachment icon next to an existing journal entry to open or
  2. download the attachment. NB. If the attachment is an image it will open in a popup window. For other file types you can download and open the attachment in the relevant application.
  3. Click the downloaded file at the bottom of the screen to open the attachment. NB. This may appear slightly differently depending on your computer’s settings.
  4. All standard functionality in the relevant application is available to view and save the file.

Manage timesheet journal entries

  1. Click Timesheets & Dockets > Timesheets > Journal (light blue button next to a timesheet in the timesheets list) to view and/or add journal entries.

OR Click Timesheets & Dockets > Timesheets > Edit (dark blue button next to a timesheet in the timesheets list) and click the Journal tab.

  1. Start typing in the search bar to filter the list or search for a specific journal entry/s, e.g. by keyword or added by name.
  2. Click ˅ or ˄ at the top of any column to sort the list alphabetically (or numerically, depending on the column) in ascending or descending order.
  3. Click the + ADD NEW JOURNAL ENTRY bar to create a new journal entry.
  4. Type the journal entry in the text box (up to 1000 characters).
  5. Click the Choose File button to browse for a file to attach to this journal entry (optional). Click the + Add comment button to save the new journal entry. NB. Once you save a journal entry, it cannot be edited or deleted.
  6. Click on the file attachment icon next to an existing journal entry to open or download the attachment.
  7. NB. If the attachment is an image it will open in a popup window. For other file types you can download and open the attachment in the relevant application.
  8. In the image popup you can rotate the image and/or print the document detail. Click Close when you’re finished.

Manage form journal entries

  1. Click Tools > Forms > Journal (blue button next to a form in the forms list) to view and/or add journal entries.

OR Click Tools > Forms > Edit (blue button next to a form in the forms  list) and click the Journal tab.

  1. Start typing in the search bar to filter the list or search for a specific journal entry/s, e.g. by keyword or added by name.
  2. Click ˅ or ˄ at the top of any column to sort the list alphabetically (or numerically, depending on the column) in ascending or descending order.
  3. Click the + ADD NEW JOURNAL ENTRY bar to create a new journal entry.
  4. Type the journal entry in the text box (up to 1000 characters).
  5. Click the Choose File button to browse for a file to attach to this journal entry (optional).
  6. Click the + Add comment button to save the new journal entry.

NB. Once you save a journal entry, it cannot be edited or deleted.

  1. Click on the file attachment icon next to an existing journal entry to open or download the attachment.

NB. If the attachment is an image it will open in a popup window. For other file types you can download and open the attachment in the relevant application.

  1. Click the downloaded file at the bottom of the screen to open the attachment.

NB. This may appear slightly differently depending on your computer’s settings.

  1. All standard functionality in the relevant application is available to view and save the file.

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