Create Time or Expense Journal Templates
The Time/Expense Journal Template is used when you need to create time or expense journal entries frequently in which the journal entry data is the same, but the amounts change frequently.
To create a new Time/Expense Journal Template:
Navigate to the Role Center > Setup > Template Setup > Time/Exp Journal Templates.
Select New from the ribbon.
Name: Create a unique name to identify the new Time Journal Template or Expense Journal Template.
Description: Create a description to uniquely identify the new template.
Time/Expense Journal Line: Specifies the journal type. Select either Expense Journal or Time Journal.
Posting 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 you to trace the entry.
Increment Batch Name: Specifies if batch names using this template are automatically incremented. Example: The posting following BATCH001 is automatically named BATCH002.