# Configure Journal types

{% hint style="info" %}
This page illustrates a detailed guide on how to add, edit, and delete Journal entries in the **Voucher Template Management** module. It includes instructions for setting template names, codes, accounts, and handling restrictions for templates already used in bookkeeping.
{% endhint %}

## 1. Accessing Journal type management

1. On the project homepage, navigate to the **Ledger** page.
2. In the **Ledger** page, find and click the **Journal Type** option on the top.

<figure><img src="https://3801373389-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZpsCLWkj8gJHSSvPWpHg%2Fuploads%2FzteHfhzrEVOTvHtMLsPx%2FCleanShot%202025-10-03%20at%2014.31.13%402x.png?alt=media&#x26;token=9a49efa1-d632-4e70-8a52-81e1f2b77698" alt=""><figcaption></figcaption></figure>

## 2. Adding a new Journal type

1. Find and click the **"Add New"** button in the upper right corner to open the new Journal type window

<figure><img src="https://3801373389-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZpsCLWkj8gJHSSvPWpHg%2Fuploads%2F0rWrVwPOFJpcw8TQo9l2%2FCleanShot%202025-10-03%20at%2014.31.51%402x.png?alt=media&#x26;token=3b84aa9b-0a87-4ca1-8c90-f4545a4a03cc" alt=""><figcaption></figcaption></figure>

2. Enter the desired Journal type name.
3. Enter the Journal type's ID (only numbers allow, and ID must be unique).
4. Enter the journal type's prefix in the **Code** field.
5. Select the cash flow statement associated with this Journal type in the **Activity** field
6. Select the OTC inventory type in the **Broker inventory type** field.
7. Add the associated debit and credit accounts for this Journal type
8. Click **"Save"** and the Journal type is now added.

## 3. Editing a Journal type

1. Find the **"Pencil" icon** located on the right side of the Journal type and click to open the Edit Journal Type window.

   <figure><img src="https://3801373389-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZpsCLWkj8gJHSSvPWpHg%2Fuploads%2FYnNwNJpFdE4BvUWNqkms%2FCleanShot%202025-10-03%20at%2014.32.22%402x.png?alt=media&#x26;token=ff61fe0e-f776-407c-8d7c-dc47ed173006" alt=""><figcaption></figcaption></figure>
2. The Name, ID, and accounts can be edited
3. If the journal type has already been used in bookkeeping, the debit and credit accounts cannot be edited.

## 4. Deleting a Journal type

1. Find the **"Thrashcan" icon** location on the right side of the Journal type and click to delete it.
2. Journal types that have already been used in bookkeeping cannot be deleted.