Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

If you regularly need to create similar Journal Entry, you can use templates to simplify the process.


Non-Voyage Journals

They should be created without a reference to a vessel name or voyage number. Otherwise they will result in an uncategorized adjustment and invariance on P&L which will lead to accrual of the same amount in every month for that voyage.
Non-Voyage Journals are intended to only be used with Balance Sheet transactions, and should not touch P&L based accounts.

Creating a Journal Entry from a Template

To create a Journal Entry from a template, do one of the following:

...

    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:

...

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:

...