Insert excerpt | ||||||
---|---|---|---|---|---|---|
|
If you regularly need to create similar Journal Entries, you can use templates to simplify the process.
Creating a Journal Entry from a Template
To create a Journal Entry from a template, do one of the following:
...
- On the Journal Entry toolbar, click .
- Click Retrieve a Template.
- Select a template from the list of saved templates to populate the Journal Entry.
- Edit the information in the template.
- Click and then click Convert to a New Journal Entry.
- Save the Journal Entry.
Creating a Journal Entry Template
To create a Journal Entry template:
...
Journal Entry templates cannot be created from auto-created journals (like Voyage Costs or Monthly Accruals).
Editing or Deleting a Journal Entry Template
To edit or delete a Journal Entry template:
...