Introduction
Before you begin
Navigating to your Journal Entries page
1. Click on Accounting at the left panel (Red Box)
2. Click on Ledger at the top bar (Blue Box)
3. Click on Journal Entries (Green Box)
4. Click Create
5. Fill in the following fields (Red Box)
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- Select the Journal type
- Select the Date
- Enter the Reference
Creating your Journal Entry
6. Enter the Journal Items (Blue Box)
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- Enter the Account (Chart of Account)
- Enter the Description (A description for this transaction)
- Enter the Analytic Account (Optional)
- Enter the Foreign Currency Amount
- Select the Currency type
- Enter the Debit amount
- Enter the Credit amount
- Select the Taxes
- Select the Due date
7. Click Save once done (Green Box)
Note: Please do note that your debit and credit amount must balance to save this
Posting your Journal Entry
8. Click Post (Red Box)
