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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:

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1. 1. On the Journal Entry toolbar, click .
   2. Click Retrieve a Template.
   3. Select a template from the list of saved templates to populate the Journal Entry.
   4. Edit the information in the template.
   5. Click  and then click Convert to a New Journal Entry.
   6. Save the Journal Entry.
      

Creating a Journal Entry Template

To create a Journal Entry template:

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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:

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