Journal Entry

Journal entries are the primary method used to record financial transactions in accounting. They serve as the initial record of a transaction, capturing essential details such as accounts involved, amounts, dates, and additional notes.

Navigation to Journal Entry

  1. Just click Accountant -> Journal Entry in the side bar.

  2. You'll be directed to the welcoming page of the Journal Entry.

Create

This feature is to create a new Journal Entry.

  1. Click button.

  2. This action seamlessly directs you to the Journal Entry window.

  3. Input all necessary details into the Journal Entry window and click Save button.

Edit

Modify details of an existing journal entry.

  1. Navigate to the journal entry to which the details to be modified.

  2. Click button and select Edit button.

  3. It will direct to Update Journal Entry window.

  4. Make the necessary changes and click Save button.

View

Review and manage existing journal entry.

  1. Access the entry you wish to view.

  2. Click button and select View button.

  3. Take a swift look at all the key details.

Filtering options are available in the journal entry section, making it easier for you to access what you need. Refer the section, Filter.

PreviousChart of AccountsNextReconciliation

Last updated