Create and validate journals

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

This task guide creates and validates journals and journal lines. This tasks uses the USMF demo company.

  1. Go to General ledger > Journal entries > General journals.
  2. Click New.
  3. In the Name field, click the drop-down button to open the lookup.
  4. In the list, find and select the desired record.
  5. Click Lines.
  6. In the Account field enter an appropriate account based on the Account type.
  7. In the Description field, type a value.
  8. Enter an amount for the Account in either Debit or Credit. This task guide is assuming a debit amount.
  9. In the Offset account field enter an appropriate account based on the Offset account type.
  10. Click Validate.
  11. Click Validate.
  12. Click Post.
  13. Click Voucher.