Create a Journal Entry Based on a Template

These steps explain how to use a journal entry template to post a journal entry. Templates are used as a shortcut for a large J/E batch.

NOTE: When you make an entry using a template, replace the default data with the actual data you wish to post with the batch.

Select Show Templates.
Highlight the template to use and select Copy.
In the J/E Date field, enter the effective date of entry (MMDDYY).
In the J/E ID field, enter Employee ID.
In the ID # field, enter the current date (MMDDYY).
Use the forward arrow.
Select Show J/E Batches.
Highlight the batch to use.
Select Change.
Enter the G/L entry amounts in the debit and credit fields. The entry must net to zero.
Make any changes to the description if necessary.
Use the forward arrow.
Select Post.

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