The Journal Template Wizard

This window is the starting point for any action you want to perform regarding journal templates: From here you create new templates, edit existing ones or simply import or export existing templates to/from other company databases.

The window opens via View - Accounting - Journal Templates.

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. Read more in Creating/Editing Journal Templates.

Click Duplicate after selecting the journal template you want copied. This will create a new journal template in the list. Read more in Duplicating Journal Templates.

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. Read more in Exporting and Importing Journal Templates.

Click Export to save information on a selection of journal templates in a file. The file can be imported to another company database later. Read more in Exporting and Importing Journal Templates.

Group: From the drop-down list in the upper right corner, you can select which Group should be displayed in the list.

You can also change the order of the templates in the list by using the drag & drop functionality.

Read more about:

Journal Templates

The Journal Entry Window

Creating new templates

Import and Export of Journal Templates