View - Accounting - Journal
Templates
Journal templates are created and edited by using a wizard that takes you through all the required settings.
Before starting the wizard, it could be a good idea to draft how each journal will appear as well as plan the required input values.
The
program comes with several journal templates, which you may use as a starting
point for creating your own. Instead of creating a new journal template,
you simply duplicate the existing one and edit it with the help of the
wizard.
How to create a Journal template
Select View - Accounting and Journal templates.
Select New or mark an existing journal template and click Duplicate.
Enter the Sort number. This controls the order in which journal templates will be shown in the drop-down list in Journal Entry. By changing the numbers you can move the most frequently used journal templates up in the list, making them easier to find.
Enter the journal template Name.
Decide on the Standard journal type.
Enter Description.
Select Group. This type of sorting is only valid for the list of journal templates.
Mark whether The template will be used for pre payments check box.
Remove the mark on the check box Will be shown for journal entry if the journal is not to show in journal entry.
Click Next.
The journal template has now been created
and can be edited further in the wizard's next step.
Steps in the wizard:
Creating/Editing Journal Templates << You are here
Accounting for Pre-payments (Optional)
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