Managing Enterprise Journal Templates

You can create a journal template for journals that have common information, such as entities or accounts. Then you can use the template to create journals with similar information.

From the Templates page, you can view a list of all of the Recurring and Ad-Hoc journal templates that you have in the system. It also displays the Last Updated date for changes made to a template, the user who last updated the template, the Target, whether Ad-Hoc journals are enabled for the template, and the number of Recurring Journals defined in the workflow for the template.

You can use the Search function in a Templates list to quickly find templates. You can enter full or partial names on which to search.

To view the list of journal templates:

1. On the Home page, click Application, and then click Enterprise Journals.
2. Click the Journal Templates tab on the left.
3. Click a template to open and view it.
4. Optional: To select columns to display, click View, then Columns, and select the columns to display, or select Show All.
5. To search for a template, enter search criteria in the Search text box.