Create and manage journal templates

You can create journal entries from templates with predefined nominal codes, allowing you to just add the values.

Create a new template

1. Go to Journals and select Create a new template.

   

2. Enter the template details and select save.

   The template will then be available to select when creating a journal entry.

Create template from journal entry

When creating a journal entry or editing an existing one, select Save as template.

Edit a journal template

To edit an existing journal template, go to Journals > Journal templates. Select the required template, make the changes, then Save.

Delete a journal template

Templates are no longer linked to their related journal entries, so they can be deleted without having an impact on entries.