Create a Journal Entry

Record financial transactions by creating journal entries with balanced debit and credit lines. Every entry must have equal total debits and credits before it can be saved.

Steps

1. Go to Financial → Transactions in the sidebar.
2. Select your Business from the dropdown.
3. Click New Transaction.
4. Fill in the header:
   • Date — the transaction date.
   • Description — a summary of what this transaction records.
   • Reference — an external reference number (invoice number, receipt ID, etc.).
5. Add transaction lines:
   • Select an Account from the dropdown.
   • Enter a Debit or Credit amount.
   • Click Add Line to add more rows.
6. Verify that total Debits equal total Credits.
7. Click Create Transaction.

Import from File

You can also bulk-import transactions from a CSV or Excel file. Prepare your file with columns for date, description, account code, debit, and credit, then use the import option on the Transactions page.

Tips

• A journal entry must have at least two lines.
• The system will not allow you to save if debits and credits are not balanced.
• Use the Reference field to link entries back to source documents.