Using Universal Search, navigate to the Journal Entries table
​
​

Click the Status field, select all status then click Go
​
​

Select the Journal Entry to use as a template (Manual source typically)
​
​

Click Save Report
​
​

Enter a Report Name that identifies the JE template purpose and click Save
​
​

Using Universal Search, navigate to the Saved Reports dashboard
​
​

Select the template
​
​

Click Sub Tables then select Copy Journal Entries
​
​

Override the following data values, as needed: Company, Date, Recurring Trans ID, Txn ID, Memo
​
​

After selecting the Sub Tables to Copy check the box for any Journal Entry Trans, click Copy Record
​