Create a Manual Journal

Only do this if you know what you're doing

STEP 1

From the Main Nav go to the Manual Journal section under Money.

STEP 2

You will be presented with a screen that will allow you to search for General Journals based on a date range. Assuming you just want to create a new General Journal click on the New Manual Journal Button.


STEP 3

Once you click on the New Manual Journal button you will be presented with a screen where you can enter each fo the General Journal Line Items.


The specific uses for General Journals is beyond this User Guide. If you’re unsure about the use Manual Journals  then you shouldn’t be in here anyway. This is the domain of your accountant and generally speaking there are very limited times a Manual Journal should be used.

Sample CSV File