When creating a Journal Entry, you may use a Journal Entry Template to set up and select from a predefined list of accounts and options.

1. Pre-requisite

No Pre-requisite required

2. How to Create and use a Journal Entry Template:

To Create a new the Journal Entry Template, go to:

Finance > Basics > Journal Entry Template

2.1 More information

• Template Title: This will be used to select the template from Journal Entry.
• Company: Select a company, By default the company defined in Global Defaults is selected.
• Is Opening: This will be autoset to 'Yes' if 'Opening Entry' is selected as Entry Type.
• Series: You can select from a list of naming series available to Journal Entry.
• Accounting Entries: Here you can select a list of accounts to add to the entry.
• Entry Type: You can select from the entry types available in Journal Entry here. Default value is Journal Entry.
There are 3 special 'Entry Types' in this:
1. Opening Entry: This will get all the accounts and load them into the "Accounting Entries" table.
2. Bank Entry: This will get and load the default Bank Account if set.
3. Cash Entry: This will get and load the default Cash Account if set.