Copying and editing a journal

The COPY AND EDIT function enables you to copy an existing journal and edit the copy's details to create a new journal. You can copy and edit a manual journal. You cannot copy and edit a journal that has been created automatically, for example, through importing or through running a consolidation process.

On the Journal List page, select a journal to copy and edit.
Click COPY AND EDIT.
Attachments and participation information are not copied.
On the Journal Editor page, edit the required details in the Context panel or in the table, or both.
For information about what to specify in Journal Editor, see steps 2-5 in the "Creating, saving, and posting an entity journal" topic for entity journals or the "Creating, saving, and posting a group journal" topic for group journals.

Click one of these options to finish editing the journal:

Option	Description
Save as Draft	Saves the journal as a draft.
Post Journal	Posts the journal. This option is not enabled unless the debit and credit amounts balance and all required information is specified.
Annul Journal	Deletes the journal.
Create Recurring Journal	Saves the journal as a recurring journal, which is later displayed on the Recurring Journal List page. This option is not enabled unless the debit and credit amounts balance and all required information is specified.

Posted and saved journals are displayed on the Journal List page with their statuses. Saved journals do not have journal IDs. For posted journals, journal IDs are displayed.