Minimum Version Required: 24.12
Steps
How to Add a Journal Entry
1. Search Journal Entries on universal search bar
2. Click Add Journal Entries
a. Select Company
b. Input Post Date
c. Fill out any additional information needed (Optional fields)
NOTE: Memo flows to the main Journal Entries table screen.
d. Click Add Record
3. Then, click 'Edit Wizard' to access advanced editing options for the current journal entry
4. Click the Add Account button to create a new line item to the journal entry.
a. Select the posting account by entering its number or description.
b. Enter the amount needed for each account in either the debit or credit column.
c. Enter any additional notes or descriptions for the journal entry, if needed, in the memo field.
d. Click Add Account to add a second account line to the journal entry
5. Click Balance to confirm that the journal entry is properly balanced and complete.