Interco Journal
Automations can be run in the automation finder.
This automation will create a journal for a correction between legal entities e.g. when an asset it transferred from one entity to another.
How to run a Interco Journal automation
Select the automation then press Run.
Enter the automation criteria.
Date to: Select the latest document date that you wish to include.
Legal Entities: By filling this out the document automation will process the correct document for the correct Legal Entity.
The 'Submit' tick box: If this is ticked the documents created will be automatically submitted for authorisation. If unticked, the documents will be created in a 'draft' state.
Tip
If needed, multiple document automations can be made.
- When you are happy with the selected criteria and setup, press Submit.