Create and manage journal templates
Journal templates let you create a journal with a predefined list of nominal codes already created, allowing you to quickly and simply enter the values.
Create a new template
A journal template is created from an existing journal that you want to base your template on.
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Go to Journals and select the required journal.
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Select Save as template then Save Changes.
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When you next create a journal, you can select the Template from the list.
Edit a journal template
To edit an existing journal template, go to Journal then filter the list by selecting Templates from the list. Select the required template, make the changes, then select Save Changes.
Delete a journal template
As a journal template is an existing part of your accounts, you shouldn’t delete the journal itself. To remove it from the list of templates, go to the journal and deselect the Template checkbox.