Journal Entry Set Up Screen

Updated March 26, 2026

This guide provides a step-by-step process for setting up the Journal Entry screen in LawAccounting/CaseQube, making it essential for administrators looking to customize their interface. It details how to log in, navigate to the Journal Entry section, and manage field sets effectively. By following this guide, users can enhance their workflow by tailoring the entry screen to their specific needs, ensuring a more efficient accounting process.


1. ### Step 1: Initiate Journal Entry Screen Set Up

  1. Log In

    • Access LawAccounting/CaseQube using your secured credentials.

  2. Navigate to Journal Entries

    • Click the App Launcher (nine-dot icon).

    • Type Law Accounting in the search bar.

    • Select Journal Entries.

  3. Open the Journal Entry List View

    • Click the Gear Icon in the upper right hand corner

  4. Initiate the Set Up Screen

    • Click the Set Up button to begin the process

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2. Step 2: Navigate to Journal Entry

  • Click Object Manager

  • Type Journal Entry in the Quick Find Search Bar

  • Select Journal Entry from the results

  • Click Field Sets

  • Search for and click Journal Entry Screen

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3. Step 3: Understanding the Journal Entry Setup Screen

Field Header

  • Displays all available fields that can be added to the Journal Entry screen.

  • Allows administrators to choose which field sets are included in the layout.

In the Field Set

  • Displays the list of fields currently shown on the Journal Entry entry screen.

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4. Step 4: Adding and Removing A Field

Add a Field

  • Drag a field set from the Field (header)
    (for example, Last Activity Date)

  • Drop it into In the Field Set to add it to the billing entry screen.

Remove a Field

  • Drag a field set from In the Field Set

  • Drop it back into the Field Headers to remove it from the entry screen.

Key Notes

  • Changes take effect immediately after saving.

  • The order of field sets can be adjusted by dragging within In the Field Set.

  • Only users with appropriate admin permissions can make these changes.

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5. Step 5: Navigate to Journal Entry Line Field Sets (reference step 2)

  • Type Journal Entry Line in the Quick Find Search Bar in Object Manager

  • Select Journal Entry Line from the results

  • Click Field Sets

  • Search for and click Journal Entry Screen Field Sets

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6. Step 6: Adding or Remove Fields from Journal Entry Line (reference step 3)

Add a Field

  • Drag a field set from the options list
    (for example, type)

  • Drop it into In the Field Set to add it to the journal entry screen.

Remove a Field

  • Drag a field set from In the Field Set

  • Drop it back into the options list to remove it from the entry screen.

Key Notes

  • Changes take effect immediately after saving.

  • The order of field sets can be adjusted by dragging within In the Field Set.

  • Only users with appropriate admin permissions can make these changes.

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