Quick Guide: How to add a Journal entry

Quick Guide: How to add a Journal entry Simple steps to add a manual journal entry, such as opening balances, adjustments from Accountant. Sharon Mulligan

Adding a Journal entry can be done in just a few short minutes.

Here's a quick step guide on how you can add your journal!

  1. Click on Finances on the left of your screen.

  2. Now click on the Journals tile.

  3. Click on New Journal Entry to add a new Journal.

  4. Fill in the Journal details such as Dates, references.

  5. Click on +Add Line to select your GL account, enter amount into Debit or Credit as required, then click Expand to assign Cost Centres/Projects to that line.

  6. Click on +Add additional line for more lines, otherwise click on OK to finish adding lines.

  7. Now click on Save.

For more details on adding a Journal entry, check out this full article over in our help center!

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