Journal Templates List Tab
Table Of Contents
The Journal Templates List tab displays all journal templates that have been created in Khaos Control.
From this screen, you can view and manage recurring journal templates, including templates for regular transactions such as salaries, utility bills, insurance payments and accruals.
The screen consists of:
- Filters to help you find specific journal templates
- A grid displaying template details
- A context menu with additional actions
Filters
Use the filters at the top of the screen to narrow down the list of journal templates displayed.
Classification/Group
Filter journal templates by their classification.
A traffic light filter is also available to help refine the list further.
Interval
Filter templates by how frequently they are processed.
For example:
- Once
- Weekly
- Monthly
- Quarterly
- Annually
A traffic light filter is also available for this field.
Show All (or Only Not Ended)
Default: Ticked
When selected, the grid displays active journal templates that have not yet reached their end date.
Untick this option to include completed or ended templates in the results.
Date From and Date To
Filter journal templates using a date range.
This can be useful when reviewing templates created or active within a specific period.
A traffic light filter is also available for these fields.
Journal Templates Grid
The grid displays key information about each journal template.
Classification
Displays the classification assigned to the journal template.
Classifications can be used to group similar journals together.
Description
Displays the description of the journal template.
This should clearly identify the purpose of the journal.
Examples may include:
- Monthly Salaries
- Insurance Premium
- Rent Accrual
- Utility Costs
Type
Displays the journal template type.
Examples include:
- Recurring Journal
- Reversing Prepayment
- Reversing Accrual
Started
Displays the date the journal template was first processed.
Interval
Shows how often the journal is scheduled to be created.
Examples include:
- Once
- Weekly
- Monthly
- Quarterly
- Yearly
Count
Displays the number of times the journal will be processed.
For example, a monthly journal scheduled for one year may have a count of 12.
Ended
Displays the date on which the journal template finished processing.
If no end date has been reached, the template may still be active.
Notes
Displays any notes recorded against the journal template.
These notes can be used to provide additional information about the journal's purpose or processing requirements.
Context Menu
Right-click within the grid to access additional options.
Clear Selection
Removes the current row selection from the grid.
This can be useful when working with multiple selected templates and you want to start a new selection.
Tips
- Use classifications to group similar recurring journals together.
- Filter by interval to quickly find monthly, weekly or annual journal templates.
- Review the Ended date regularly to identify templates that are no longer required.
- Add meaningful notes to templates so their purpose remains clear to other users.