Journal Templates

View - Accounting - Journal Templates

In companies of a certain size it will usually be entered several similar journal entries with small variations. Journal templates allow you to enter the variable information and create one or more journals the specified template. Typical examples are invoice repeating, accrual accounting for rent or depreciation on investments.

Read more about creating and editing journal templates in the settings for journal templates.

The function is activated through the user settings and displays a separate drop-down list of available journal templates in the Journal entry module. You can also activate the Toolbar for journal templates that provides separate buttons in the Journal Entry window.

Creating a journal from a template

Go to View - Accounting - Journal Entry.
Create a new journal in the usual way, specifying a journal type, date and period for the journal.
Select the Journal template you want from the Journal template drop-down list and press [ENTER].
Select or enter the values required for the journal template.
If you are going to enter several journals using the same template where they all have the same value (for example several Purchase invoices from one supplier), you can mark the Default checkbox. The value will then be suggested next time the journal template is used.
Click OK.

One or more journals are now created with these values, depending on which journal template you have used.

Speed entry of journals with the help of the journal templates toolbar

You can also activate the special journal templates toolbar, which will display separate buttons in the journal entry window, either instead of or in addition to the drop-down menus. These buttons act as shortcuts to various journal templates. This will change the journal entry somewhat and many make use of this function for their most commonly used journals.