General Ledger Q&A: Adding Journals

July 2018    Tags: ,

Is there a way to sort my journal entries into different categories, such as receipts and disbursements, so I can run separate reports on them?

Journals can be set up, assigned to journal entries, and then used for criteria when running the Journal Report. Journal 1 is automatically set up for general journal entries. Examples of additional journals include cash receipts, cash disbursements, miscellaneous, etc.

To create a new Journal

  1. From the File menu, point to Open and select Miscellaneous.
  2. From the Journal tab, press Ctrl+N.
  3. Enter the desired Name for the journal.
  4. Press Ctrl+S.
  5. Repeat steps 2-4 for each journal you want to add.

Once additional journals have been set up, you can select the desired journal for each journal entry by entering the journal number in the Jrnl column.

To run the Journal Report by Journal

  1. From Reports menu, select Journal Report.
  2. On the Options tab, select the Journal # Specific option.
    1. Select the Journal(s) you want to be included on the report.
    2. Click OK.
  3. Select any other desired criteria for the report.
  4. Click OK.
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