1. User's Guide
  2. Using Journals
  3. Using Journal Templates
  4. Editing Journal Templates

Editing Journal Templates

You can edit a journal template that you previously created. For example, you can change the description or balance type, or add rows to add adjustments.

To edit journal templates:

  1. From the list of templates, select a template to edit.
  2. Edit the template information.
  3. To add rows for more entries, click Add Rows. Rows are added to the bottom of the template.
  4. Optional: To preview the template, view the Preview details at the bottom of the Journal Templates page. To view the template in a larger format on a separate page, click Detach.
  5. Click Save to save the changes.