Creating/Editing Journal Templates

View - Accounting - Journal Templates

Journal templates are created using a wizard which guides you through all relevant 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

  1. Select View - Accounting - Journal templates.
  2. Select New if you want to create a completely new template.
    If you can use an existing template as a basis, select it and click Duplicate. A new template will be generated with the same settings and added to the list. Select it and click Next.
  3. Decide on the journal type:
    Select Single journal if you want to create a template for one journal.
    Select Accounting for prepayments if you want to create the template for a set of prepaid journals over several months. Read more in Creating/Editing Journal Templates - Accounting for Pre-payments.
  4. Enter the journal template Name and the Description.
  5. Select the Group. This type of sorting is only valid for the list of journal templates. If needed, you can add a new group via the button next to the list.
  6. Select the check box Will be shown for journal entry if the template shall be available via the Journal template toolbar or list in the Journal Entry register.
  7. Select Follow active journal if the journals which will be created based on this template shall inherit the journal type, the transaction date and the period from the current journal.
  8. Click Next.

You have now defined the general settings of the template. In the next step you will define the template's parameters and values.

Steps in the wizard:

Read more about:

Journal Templates