TapeTrack Documentation

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--- master:journal_entry:add-journal-entry [2026/08/19 04:51] – [Adding Journal Note Types to Server Options] Scott Cunliffe
+++ master:journal_entry:add-journal-entry [2026/08/19 05:03] (current) – [Adding a Journal Entry Through TapeMaster] Scott Cunliffe
@@ Line 38: / Line 38: @@
 To add a Journal Note Type:
-  - Open TapeTrack TapeMaster.
+  * Open TapeTrack TapeMaster.
-  - Select ''Administration'' → ''Server Options'' from the main menu.
+  * Select ''Administration'' → ''Server Options'' from the main menu.
-  - Select the ''Journal Note Types'' tab.
+  * Select the ''Journal Note Types'' tab.
-  - Locate the next unused Index.
+  * Locate the next unused Index.
-  - Click in the Description field next to the required Index.
+  * Click in the Description field next to the required Index.
-  - Enter a clear description for the Journal Note Type.
+  * Enter a clear description for the Journal Note Type.
-  - Repeat the process for any additional types.
+  * Repeat the process for any additional types.
-  - Click ''Save'' to commit the changes to the Framework Server.
+  * Click ''Save'' to commit the changes to the Framework Server.
 Example:
@@ Line 58: / Line 58: @@
 Journal Note Types are global Server Options. The same Index and Description may be available for multiple Customers, but the Billing Rules determine which Customers are charged for each type.
 </WRAP>
+===== Adding a Journal Entry Through TapeMaster =====
+TapeMaster allows a Journal Entry to be added directly to a Customer.
+To add an entry:
+  * Locate the required Customer in the Customer Tree.
+  * Right-click the required Customer node.
+  * Select ''Add Journal Entry'' to open Add Journal Entry popup.
+  * From the Type field drop down, select the required Journal Note Type.
+  * Enter the quantity, and description.
+  * Click ''OK'' to commit the data.
+The Framework Server writes the entry to the Customer's Journal activity.
+{{tag> journal billing}}