Accessing JEs in PAS is permission based
To access JEs, your account must have one of the following roles enabled:
Role: Company Admin, Accountant
Custom role with: AP invoices - Full access, Create and manage, View only
Journal entries (JEs) for a project can be exported as a CSV file that includes either a Summary view or Detail view.
Summary view contains JE totals
Detail view contains all JE transaction data
To generate a JE report:
In the left-side navigation, click the dropdown menu
In the dropdown menu, select the name of the project that you want to see JEs for
In the left-side navigation Accounting menu, click Journal entries
On the Journal entries dashboard, click the Export button and select either: Summary view or Detail view
Once you make your selection, the CSV file will be automatically downloaded to your computer. To access the file, navigate to where your computer saves new downloads.
Select a project, click Journal entries, and then click the Export button to make your selection