Copy a journal entry

Use Make copy to create a new journal entry from an existing entry. Select Menu, then select Accounting > Journal and open Journal entries.

Before you begin

You need permission to view the source entry and create journal entries. Reversal journal entries cannot be copied.

Copy a journal entry

1. Select Menu, then select Accounting > Journal, and then select Journal entries.
2. Open the source entry and select More actions > Make copy. Alternatively, open Record actions for the entry in the list and select Make copy.
3. Review and update the new entry. The transaction date and posting period use current defaults rather than the values from the source entry.
4. Confirm that total debits and credits are equal and Out of balance is zero.
5. Select Save as draft or Submit.

The new entry opens with its own ID and status. Applied transactions and other links from the source entry are not copied.