How to: Set Up Insurance Journal Batches

You can set up batches in an insurance journal template. The values in the journal batch are used as default values if the fields are not filled in on the journal lines.

To set up insurance journal batches

  1. In the Search box, enter Insurance Journal Templates, and then choose the related link.

  2. Select an insurance journal template. On the Navigate tab, in the Template group, choose Batches. The Insurance Journal Batches window appears.

  3. On the Home tab, in the New group, choose New to create a new journal batch, or use one of the empty lines.

  4. Fill in the fields.

Note

Numbers have a special function in journal names. If a journal template name or journal batch name contains a number, the number automatically advances by one every time that the journal is posted. For example, if HH1 is entered in the Name field, the journal name will change to HH2 after the journal named HH1 has been posted.

See Also

Tasks

How to: Set Up Fixed Asset Journal Batches

Concepts

Insure Fixed Assets
Set Up Fixed Asset Insurance
Updating Insurance Information
Monitoring Insurance Coverage

Other Resources

Insurance Journal Batches