Create a Memorized Journal Entry

Overview: This article will walk you through the steps of how to create a memorized journal entry for your operating account. 

Step1. Start on the Dashboard Page, Select  MISCELLANEOUS and Manage Firm Accounting. 

Step 2. On the Manage Firm Accounting Page Select Create Journal Entry. 

Step 3. The Enter Journal Entry Page will be displayed. Select the Chart of Accounts and fill in the Description. The amount and client and matter are optional. 

Note: To add multiple transactions select Add Transaction.


Step 5. Enter Memorized Journal Entry Name in the pop-up box and select SAVE

Step 6. You can view the Memorized Journal entry that you created by going to  MISCELLANEOUS , Manage Firm Accounting and View Memorized Journal Entries.

Your Memorized Journal entries are displayed.