View - Accounting - Journal
Templates
Journal templates are fixed journals with pre-defined journal lines that can be retrieved through the Journal Entry window. You can create as many journal templates as you want or edit one of the pre-defined templates and adapt it to your own needs.
As well as creating fixed journal lines, a journal template can also define which variable information is entered each time the journal template is used. A journal template can also create a number of accounts for pre-payments, which divide an amount into fixed intervals throughout the year.
The template list
The journal templates are grouped by the area of use. Through the drop-down list at the very top of the window you can select to display templates from an individual Group. This improves the overview.
Double-click on the template you want to edit or use the toolbar for further administration of the templates:
Click New to create a new journal
template. The wizard that creates new journal templates will open.
Click Edit
if you want to edit an existing template. This will also start the wizard
for journal templates.
Click Duplicate after selecting
the journal template you want copied. This will create a new journal template
in the list.
Click Import to import a file
containing new journal templates. These could e.g. be journal templates
that you have exported from another company database.
Click Export to save information
on a selection of journal templates in a file. The file can be imported
to another company database later.
Group: From the drop down list in the upper right corner, you can select which Group should be displayed in the list.
Click the button in order to edit or add journal template groups.
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