Setting up Large Journals

To enable your users to process large journals you need to:

• Assign the "Accounting and Billing - Journal" permission set to users
• Ensure large journals are visible from the Journals tab

Assigning Permission Sets

To provide the necessary permissions for a user to use the Large Document Processing functionality:

1. Click Setup | Users | Users.
2. Select the full name of the user.
3. In the Permission Set Assignments related list, click Edit Assignments.
4. Select "Accounting and Billing - Journal" from the Available Permission Sets list and move it to the Enabled Permission Sets list.
5. Click Save.

Ensure Large Journals are Visible

To view a large journal from the Journals tab, you must ensure that the View action override is set to “Standard Page”. This is because the Large Document Processing functionality is not compatible with Visualforce or custom input forms. For more information, search for "Assign a Lightning Record Page Override for the View Action" in the Salesforce Help.