Manually creating a journal template

A journal template is composed of a control record and multiple transaction records. Like journal entries, the journal template control record contains data that is shared by all the template transaction lines.

Select Processing > Journal > Journal Template.
Click Create.
Specify this information:

Journal Template

Specify a name for the journal template.

Description

Specify a description for the journal template.

Default Ledger

Select a default ledger 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 blank, then only one journal entry per day can be created by the journal template.

Entity

Select an entity for the template.

Currency

Select a currency for the template.

Use Current Date For Posting Date

Select this check box to use the current date for posting. If you clear this check box, then the posting date is required when creating journal entries from the template.

Journal Type

Select whether the journal type is Normal or Inter Entity.

Auto Reverse

Select this check box to auto reverse all of the template transactions.

Retain Transaction Amounts

Select this check box to retain the transaction amounts.
Click Save.