Why this matters
The default journal setting controls where supported Truewind activity posts in Sage Intacct, so it should be reviewed before close workflows rely on it.
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Support Center / Settings / Features
Add a Truewind Journal Entry book in Sage
Create the Sage Intacct journal book Truewind should use when Sage posting needs a dedicated destination, resulting in the right book being available in Truewind settings.
Workflow
Step 1
Open General Entry -> Journal Entry -> Admin Setup -> Add a new Journal Entry book
Start in Truewind on Onboarding. Go to General Entry -> Journal Entry -> Admin Setup -> Add a new Journal Entry book.
Step 2
Open Truewind -> Setting -> General -> Sage Intacct Configuration
This takes you to the next page or panel so the workflow stays on the expected path.
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