Creating a journal from a template
In companies of a certain size there will usually be several similar journal entries entered with small variations. Journal templates allow you to enter the variable information and create one or more journals from the specified template. Typical examples are invoice repeating, and accrual accounting for rent or depreciation on investments.
Journal templates are activated via the user settings for Journal Entry. Read more here.
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 shortcut buttons or from the 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 check box. 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.
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