This article applies to:

Manually create a journal

Access the Reporting Entity you want to create a journal for and open a financial period.

Go to Journals
, Add Journal
.

Enter a name for the journal.

note

A unique code automatically populates in the Code
field; it can be edited.

Select an option for Classification
.

Original Trial Balance - Trial balance data that's imported.

Audit Adjustments - Audit adjustments made by client or proposed by auditors.

Tax Adjustments - Tax adjustments made by client or proposed by tax accountants.

Reclassifications - Reclassifying an amount to another account.

Eliminations - Eliminating entries from consolidated groups.

Error Corrections - Journals that were created to correct errors.

Select an option for Entity Code
.

Enter the Ending Date
of the journal reporting period and select Save. A new journal is successfully created and attached to the entity.