The program “Create Journal Template” is a program in which the templates for repetitive journals can be created. Once the template is created it can be used under the program group “Journal Management/Journal Template”. These templates make repetitive journals faster and easier. A typical example of a repetitive journal would the monthly journal for payroll. The amounts each month are different, but the accounts and departments are always the same. For journals that are repetitive but the amounts and accounts are always the same can be created in the program automatic journal.
To Create A New Template
- In the text box “Create A new Template” you give the journal a logical and recognizable name.
- The template has a box for accounts to be debited and a box for accounts to be credited. Important advice: select the departments involved in the journal first.
- Click on the button "Select Departments.
- A new box will populate and will show all the active departments in your system.. You can tick the small box on top and all departments will be selected. Alternatively, if the journal does not involve all departments you can select each department you wish to include in the journal template.
- Click "submit".
6. After you selected the departments you select Debit or Credit. If you select Debit the data will be displayed in the box under Debit and if you select Credit the second box under Credit will be filled. You select an account ledger, account group, and an account.
7. Click on the "Add button". Repeat Steps 6 & 7 to add all the other related accounts for DEBIT or CREDIT entry.
8. Repeat until you have created the complete journal and then you click the Submit button.
If you made a mistake in adding an account before you click submit. Just locate the account from Debit or Credit, click the row and then click "remove".
To Edit A Template
You can also edit existing journal templates. Click on the button “Template” and a dropdown will show the existing journal templates. Select one of the templates and continue as described above. Start Editing and don't forget to click "submit"
