IMOS On-Prem - Journal Template

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:

• Work in a Journal Entry:

1. 1. On the Journal Entry toolbar, click .
   2. Click Create a New Journal Entry from a Template.
   3. Select a template from the list of saved templates to populate the Journal Entry.
   4. Edit the information in the Journal Entry and save it.

• Work in a template:

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:

1. Edit the information in the Journal Entry to include all the standard information.
2. On the Journal Entry toolbar, click .
3. Click Convert to a New Template.
4. Enter a Template Name and save.

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:

1. On the Journal Entry toolbar, click .
2. Click Retrieve a Template.
3. Select a template from the list of saved templates.
4. Do one of the following:
   
   • To edit, change the information and save.
   • To delete, click .