Journal Copying Workspace
Use this workspace to copy journals in batches.
You can also use this workspace to give an overview of the templates that are to be used within a given period. You enter the date range in the New Entry Date target group fields in the Selection Criteria island.
By default, this workspace displays any templates that you created from posted journals that meet the selection criteria that you specify. You can use these templates to create journals that have the same entry lines as the originals. You can enter a new entry date and transaction number, and you can reverse the entries, meaning that the original debit entries are created as credit entries, and vice-versa.
You can also create journals from posted journals that were not saved as templates-for instance to correct erroneous entries. Deselect the Show Templates Only field in this workspace to see a list of posted journals that match the specified criteria.
This approach provides the same functionality as that for creating journals from templates.
To create a journal from another journal or a template, select the Copy field on the journal or template line and enter information about the entry date, transaction numbers, reversion, and so on. You can select any number of lines for copying.
If you change any information about templates in this workspace, the General Journal Templates workspace also displays those changes.
- Related Topics:
- Journal Copying Tab
This section includes the fields and descriptions for the Journal Copying tab. - Journals Sub-Tab
This section includes the fields and descriptions for the Journals sub-tab. - Actions
This section shows the actions available in the Journal Copying workspace.