Introduction - Create journal entries
You can use general journals to post financial transactions directly to general ledger accounts and other accounts such as bank, customer, vendor, and employee accounts.
If you have set up default balancing accounts for the journal batches, the balancing account will be filled in automatically when you fill in the Account No. field. Otherwise, you can fill in the Account No. field and the Bal. Account No. field manually.
A positive amount in the Amount field is debited to the main account and credited to the balancing account. A negative amount is credited to the main account and debited to the balancing account.
To create a new journal entry, select the lookup icon, enter general journals, and then select the related link.
The General Journal page has a simplified and a more advanced layout.
For the simplified layout, the document number, posting date, and currency code are displayed on the headers rather than the lines. Furthermore, on the lines, you will only find the most frequently used fields:
Account No.
Account Names
Description
Debit Amount
Credit Amount
You can use the simplified layout for fast entry of basic general journal lines. Additionally, the advanced layout displays the fields that are used infrequently.
If you want to switch from the simplified to the advanced layout, on the action menu, select Page and then select Show More Columns.