Setting up Large Journals

To enable your users to use the Large Document Processing functionality for journals, you need to:

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

Enabling Large Journals using Feature Console

The Large Journal Processing Feature Console page allows you to enable the Allow Large Journals custom setting and add the field and Lightning actions required to use this functionality.

When all steps are complete, the status for the feature steps will change to Done. You can then use the Status slider in the Feature section to enable the feature.

For instructions on how to perform feature steps and enable features, see Enabling and Disabling Features in the Foundations Help.

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.