How to copy a Journal
A journal can be created by copying from an existing journal.
Step:
- Navigate to ACCOUNTING > General Ledger > Journals.
- Select the Journal No. that needs to be copied.
- Click COPY.
- Enter the Accounting Year and Month the new journal should be assigned to. By default, the system will put the following month from the original journal and change if needed.
- Enter a new Header Description for the copy journal if different from the original.
- If the new journal is to be created as a reversal of the ‘copy from’ journal – tick the box REVERSAL – this will create a copy of the source journal but with debit and credit values reversed.
- Select SAVE - This will create the new journal and take you to the journal form for the new journal, where changes and additions can be made.