Accounts

Add and delete journals

You can use the Journals tab to add, edit, and delete multiple journals to prepare the balances in your accounts for reporting purposes.

Add a journal

  1. Open your project and select the Journals tab.
  2. Select Add to enter a new journal.
  3. Select a journal type and posting period, then enter a reference and description.
  4. Select an account and enter an amount in the Debit/Credit columns of the Transactions grid.
  5. Select the Save button.
note
  • You can enter a reference of up to 25 characters in length including spaces and hyphens or leave the field blank.
  • You can enter a description (not required to be unique) of up to 125 characters in length or leave the field blank.
  • You can add an unlimited number of transactions for the journal. The total amounts in the debit rows must equal the total of amounts in the credit rows.
  • You can add a new account when entering transactions, instead of going to the Trial Balance tab to do so.
  • You can add additional fiscal years and periods for the contact in Onvio Centre by selecting Setup > Contacts, then the Periods tab.

Delete a transaction/journal

  1. Tick the checkbox next to single or multiple transactions/journals in the Transactions/Journals grid.
  2. Select Delete at the top of the grid.

This article applies to:

  • Product: Onvio
  • Audiences: Staff