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
In the Search box, enter Insurance Journal Templates, and then choose the related link.
Select an insurance journal template. On the Navigate tab, in the Template group, choose Batches. The Insurance Journal Batches window appears.
On the Home tab, in the New group, choose New to create a new journal batch, or use one of the empty lines.
Fill in the fields.
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| 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. |
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |