Journals

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Journal Reports

Each month, Sequence generates a summary report that combines all the revenue subledger journals for the period.

By default, the report shows one journal per customer and product combination, which roughly maps to one journal per invoice line item if you invoice monthly.

You can customize the granularity of the report, e.g. to show one journal per customer, one journal per product, or just a single journal for the whole month.

To understand how a given journal was calculated, click on the journal and get a disaggregated view of the underlying revenue subledger journals that Sequence generated throughout the month.

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Downloading journal reports

Journal reports are downloadable as CSV files in a format compatible with your accounting system, e.g. Xero or QuickBooks. This makes it easy to upload all or a subset of these journals directly into your general ledger.

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Adjustment journals

You can select any sequence-generated journal and make manual adjustments to it, e.g. to correct an error or to recognize revenue that was not captured by Sequence.