Formulas in Journal Template

View - Accounting - Journal Templates

The amount in a journal line can either be loaded directly from an input value or may consist of a formula. With this type of formula, you can set up your own calculation operations based on one or more input values.

Formulas can only be entered in the Advanced mode.

To open the formula setup window, choose the search button in the Formula column of the journal entry table. Read more in Creating/Editing Journal Templates - Creating Journal Lines.

Entering a formula into a journal template

Select the Input value to be added in the calculation from the drop-down list.
Click Insert. The input value is now displayed as a code in the formula window.
Enter the calculations that are to be performed for the amount. You can use the four most common calculation operations, integers or decimals. Make sure you use the POINT (.) as the decimal separator.
Place MINUS in front of the whole calculation if you want to reverse your previous selection of debit or credit. The main rule is that a negative formula result is entered as a credit and a positive result as a debit.
Click OK once you have entered the formula.

The formula has now been entered into the journal template.