Create Journal Entry Template in Accounting

This guide provides step-by-step instructions on how to create a Journal Entry Template in NexWaveERP Accounting. It is recommended for individuals who use NexWaveERP and want to streamline their journal entry process by creating a template. The guide covers the necessary steps to navigate to the template, customise it, and save it for future use.

Step 1: Navigate to the Accounting Homepage

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Step 2: Click "Journal Entry Template"

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Step 3: Select a Template or Click "Add Journal Template"

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Step 4: Click this dropdown

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Step 5: Within the Template you can determine the Template Type as these could cover…

Within the Template you can determine the Template Type as these could cover the following records:

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Step 6: You can then enter the Accounts that would be impacted from the transaction

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Step 7: Click "Save" to store the Template

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Step 8: Click "Accounting" to see the template in operation

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Step 9: Click "Journal Entry"

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Step 10: Click "Add Journal Entry"

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Step 11: Click "Add Journal Entry"

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Step 12: Click into the 'From Template' field

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Step 13: Select the previously created Template

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Step 14: The Accounts from the template will then populate the lines

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Step 15: Click the "Credit" field and enter the amount

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Step 16: Click the "Debit" field and enter the amount

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Step 17: Click "Save"

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Step 18: Click "Submit"

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Step 19: Click "Yes" to confirm the journal posting

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