Journal Templates
Table Of Contents
Journal Templates help you save time when creating recurring journal entries. They are ideal for transactions that are entered regularly, such as:
- Staff salaries
- Utility bills
- Insurance payments
- Rent
- Other routine accounting journals
Instead of creating the same journal from scratch each time, you can create a template and reuse it whenever needed.
Opening Journal Templates
You can open the Journal Templates screen by:
- Clicking Journal Templates from the Command Window, or
- Typing JT into the Command Window
Creating Journal Templates
You can create new journal templates from:
- The Journal grid in the [ Accounts | Nominal Accounts ] tab
- The [ Journal Templates | List ] tab
For step-by-step instructions, see How To: Create Journal Templates.
Journal Templates Screens
The Journal Templates area consists of several tabs and sub-tabs that help you create, manage and process recurring journals.
List Tab
The List Tab displays all journal templates that have been created within the system.
From here you can:
- View existing templates
- Open and edit templates
- Create new templates
- Manage recurring journals
Detail Tab
The Detail Tab contains the configuration and scheduling information for an individual journal template.
It is split into two sub-tabs:
Detail Sub-Tab
The Detail Sub-Tab is used to define the journal itself, including the accounts, values and descriptions that will be used when the template is processed.
Schedule Sub-Tab
The Schedule Sub-Tab controls when the journal should be generated.
This allows you to schedule recurring journals at the intervals required by your business.
Process List Tab
The Process List Tab displays journal templates that are due for processing.
From here you can review and generate journals based on the schedules configured within each template.