Journal
Journal entries record business events directly in the general ledger as balanced debit and credit lines. Use individual, recurring, reversal, import, and management workflows to create, schedule, review, copy, edit, approve, or reverse their accounting impact.
Select Menu, then select Accounting > Journal. Use Journal entries to search by journal entry ID or filter by transaction date, status, purpose, total debits, net income impact, creator, or reversal status. Use Recurring journal entries to review and manage scheduled templates.
Use the Journal entries page to:
- Select Create journal entry to create an entry.
- Open Record actions to view, edit, make a copy, delete, submit, reverse, or make an entry recurring. Available actions depend on the entry’s status and your permissions.
- Select More actions > Import data to create or update entries from a CSV file.
- Select More actions > Download view to export the displayed list.
- Select Show column personalization to change the displayed columns, then save a reusable list view from More actions.
- Select Recurring journal entries to create or manage a recurring template.