Creating journal templates from a journal entry

A journal template can be created from an existing journal entry.

  1. Select Processing > Journal > Journals.
  2. Open a journal entry.
  3. Click Actions > Make Journal Template.
  4. Specify this information:
    Journal Template and Description
    Specify a name and description for the journal template.
    Allow Multiple Per Day
    Select this check box to create journal entries multiple times during one day. If this check box is not selected, then only one journal entry per day can be created by the journal template.
    Use Current Date For Posting Date
    Select this check box to use the current date for the posting date. If this check box is not selected, then the posting date must be specified when creating journal entries from the template.
    Auto Reverse
    Select this check box to set the template to auto reverse.
    Retain Transaction Amounts
    Select this check box to copy the transaction amounts from the journal entry to the journal template transaction lines.
    Retain Transaction Units
    Select this check box to copy the transaction units from the journal entry to the journal template transaction lines.
  5. Click OK.