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How to Create a New Entry in the General Journal Using an Old Entry as a Template

You can watch the video procedure or follow the instructions below.

Instructions

1. Go to the “Finances” tab and the “General Journal” subtab.

2. Click on the entry that you want to use as a template.

3. Click on “Add” at the top right.

4. Modify the elements that are different for the new entry (identification, date, etc.).

5. Click on “Finish.”

You have now used an old entry in the general journal as a template to create a new entry.

Transcription of the Subtitles

Here is how you create an entry in the general journal using an old entry as a template.

This way, you do not have to re-enter all the information in the entry.

Go to the “Finances” tab and the “General Journal” subtab, and find the expense you want to use as a template. To ease your search, you can select the month of the entry.

When you find the entry, click on it. Then, click on “Add” in the upper right corner.

The entry will already be filled out. You can modify certain fields if you need to. Remember to change the date, if need be, and to enter a description.

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