Create a Journal Entry

Overview: This article will walk you through the steps on how to create a Journal Entry. 

Step 1. On the Dashboard Page select MISCELLANEOUS and Manage Firm Accounting.

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

Step 3. On the Enter Journal Entry Page record the Debit Entries: Select the Date, Chart of Account, Client or Client and Matter (optional), Amount, and Description. 

Step 4. Record the Credit Entries. Select the Chart of Accounts, Client or Client and Matter (Optional), Amount, and Description. 

Step 5. Select Record Journal Entry. If you wish to record another Journal Entry select Record and Create New.