General Ledger  Journal Entry  Journal Template

Creating a Journal Template

To create a new Journal Template, follow the instructions below.

1.  Navigate to the General Ledger module from the Main Application Menu and select the Journal Entry option.

2.  The Journal Entry form will be displayed.  Fill in the Header information then proceed to the Body area to enter the G/L distribution lines.

3.  In the Header area of the Journal Entry form, select the Save as Template option.

If the Journal Entry is to be posted and saved as a Journal Template, the User will not select the Template Only option.  If the Journal Entry is to be saved as a Journal Template but not post the Journal Entry to the General Ledger at this time, the Template Only option must be selected.

In the example provided below, the Journal Template will be created and saved, but will not post to the General Ledger since the Template Only option was selected.

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