Create Journal Templates

The Journal Template is used to create journal entries where the journal entry data is the same, but the amounts change frequently.

To create a new Journal Template:

1. Navigate to the Role Center > Setup > Template Setup > Journal Templates.

2. Select New from the ribbon.

Field Name	Description
Name	Specifies a unique name to identify the new Journal Template.
Description	Create a description to uniquely identify the new Journal Template.
No Series	Specifies the Number Series from which entry or record numbers are assigned to new entries or records.
Posting No. Series	Specifies the Code for the Number Series that will be used to assign Document Numbers to Ledger Entries that are posted from Journals using this Template.
Recurring	Specifies whether the Journal is to contain Recurring Entries. Leave the field deselected if the Journal should not contain Recurring Entries.
Source Code	Specifies the Source Code that specifies where the entry was created.
Reason Code	Specifies the Reason Code, a supplementary Source Code that enables the entry to be traced.
Increment Batch Name	Specifies if batch names using this Template are automatically incremented. Example: The posting following BATCH001 is automatically named BATCH002.