Journals

Journals enables a person to reverse a payment or invoice that has been posted.

Figure 8.5.1 New Journal

Figure 8.5.2 View Journals

Figure 8.5.3 Edit or Post Journal

 

JOURNALS

New Journals

• You can make a new journal by clicking on the on the new button on the toolbar
• On click a window appears as show in Figure 8.5. 1
• After entering the data.Click on 'Save Details' button to Save.

Viewing journals made

• You can view all the Journals by clicking the 'Journals' option on the leftside menu.
• A grid as shown in Figure 8.5.2 appears showing all the payments that have been made.

Deleting or editing a journal

• Double click on the Journal you wish to delete/edit.
• On Click on a pop up window appears as as shown in Figure 8.5.3 with a save and delete button
  To Delete
  • Click on the delete button on the window .
  • When confirmation Window Appears,click "Ok" if you wish to continue deleting or "Cancel" to stop the delete operation.
To Edit
• Make the changes you wish to on the Journal details
• Click on the save button to save the changes made on the Receipt.

Posting a Journal

• You can Post a receipt by clicking on the 'Post' button under the receipt button.

Searching a journal

• You can search a Journal based Debit or Credit by typing the search criteria on top of the column.



 

Printing a list of journals

• View all the Journals by clicking on the journals tab on the rightside menu.
• Click on the print icon,a dropdown menu appears with two options.

Pdf

• This option prints/generates a Pdf document

Xls

• This option prints/generates an Excel/Spreadsheet document