Journal Templates

Creating multiple journal entries whose debit and credit accounts are usually repeated repeatedly can be quite monotonous. Using Journal Templates, you can pre-populate the note, journal type, account, reference number, project name, currency and tax.

So, instead of creating new journal entries from scratch every time, you can enter the unique values specific to that particular journal entry.

Create New Journal Templates #

To start recording journal entries using templates, you should first create your journal template. To create:

  • Go to Accountant > Manual Journals.
  • Click the More dropdown in the top right corner.
  • Click Create Templates.

  • Enter the required details for creating the journal template:
Field Description
Template Name Enter a name for your template. (Mandatory)
Reference# Enter an identification number or code for your journal entries.
Notes Mention the reason for creating a journal. (Mandatory)
Journal Type Check the Cash-based Journal option if your account adjustment is by cash.
Project Name Select the project that you want to associate with the journal entry.
Currency Choose the currency in which you wish to make the journal entry.

Based on Amount #

When you create journal templates based on the amount, the credit and debit account and the amount will be auto-filled in the journals. So, the debit and credit amounts will be pre-populated.

Note: Ensure that the amount credited is equal to the amount debited.

  • Click Save.

You can now start creating journal entries based on the template you have created.

Use Journal Template #

If you have created journal templates, you can create journal entries. To use journal templates:

  • Go to Accountant > Journals.
  • Click the + New Journal dropdown.
  • Click Choose Template.

Manage Journal Template #

You can also perform certain actions on your journal templates. You will be able to:

Edit Journal Templates #

If you have any changes that are to be made to your journal templates, you can edit them anytime. To edit journal templates:

  • Go to Accountant > Journal Templates.
  • Open the journal template you would like to edit.
  • Click Edit.

Delete Journal Templates #

If you no longer wish to use a journal template, you can delete them permanently. To delete a journal entry:

  • Go to Accountant > Journal Templates.
  • Check the journal template you would like to delete
  • Click More dropdown in the top left corner.
  • Click Delete.

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