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General Journals
General journals - need to know
You can create, memorize, import and copy journal entries.
Debits and credits can be applied to any GL account. To simplify trading partner transactions, you can debit and credit Customers (accounts receivable) and Suppliers (accounts payable).
Create a General journal entry
Accounting>General Journals>+
You can set the currency on a journal.
Select the GL account or trading partner.
You can record notes (on the Information tab)and set classifications in the journal.
Save the journal.
You can save the journal as ‘Pending’
Reverse a General Journal entry
Locate the General Journal and click ‘Reverse Entry’.
Memorize a General journal
This function is useful if you want to set up a recurring journal. The system will automatically create and apply the journal based upon the parameters you set on the memorized transactions.
See ‘Using memorized transactions’
Import General journals
Use this function to bulk import journal entries.
Copy a General journal
Locate the General Journal and click ‘Create Copy’.
Last modified 3mo ago