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A Journal Entry Template lets you set and select a predetermined list of accounts and options while making a Journal Entry.

To access the Journal Entry Template, go to:

Home > Accounting > General Ledger > Journal Entry Template

1. How to Create and use a Journal Entry Template:

Go to the Journal Entry Template List and click on New.
Add the following details:
- Template Title: This title will be utilized for selecting the template within the Journal Entry.
- Company: By default, the company defined in Global Defaults is selected, although you have the option to choose another company as well.
- Entry Type: You can select from the entry types available in Journal Entry here. Default value is Journal Entry.
  - There are 3 special ‘Entry Types’ in this:
    - Opening Entry: This will get all the accounts and load them into the “Accounting Entries” table. To learn more visit Opening Balance page.
    - Bank Entry: This will get and load the default Bank Account if set.
    - Cash Entry: This will get and load the default Cash Account if set.
- Is Opening: This will automatically be set to ‘Yes’ if ‘Opening Entry’ is chosen as the Entry Type.
- Series: You have the option to choose from a list of available naming series for the Journal Entry.
- Accounting Entries: In this section, you can select a list of accounts to include in the entry.
Save and go to Journal Entry and click on new.
In the ‘From Template‘ field, upon selecting the template, it will populate the accounts and other configured options. It’s important to note that it will initially clear the Accounting Entries table, yet you can still append additional accounts to the table beyond those retrieved from the template.