Creating Journal Entries

Modified on Mon, 11 Aug at 2:53 PM

If you need to create a journal entry, please follow these steps:

  1. Go to Financials > Journal Entry tab.
  2. Set the date, reference and memo.
  3. Fill in the GL accounts that need to be debited or credited.
  4. (Optional) You can also import a .csv file of your journal entries.
  5. Click Save.
NOTE:  Journal Entries will only reflect on financials reports, or the GL reports and not on subledgers such such the ledger and journal reports.

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