Summary of Steps:

  1. Navigate to the Journal Entry you wish to clone
  2. Click "Clone with Lines" or "Reverse Clone with Lines" (A reverse clone with copy the existing journal entry lines and reverse the debit and credit vales)
  3. Adjust or edit the new journal entry as needed.
  4. Save and Post the record
 
 
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

3 Comments

  • 0
    Avatar
    Jeanae Remala

    I kindly request that on Cloned Journal Entries, A/P entries, Bank Depsoits, etc. that the date in the header be used to populate the dates on the lines of each transaction.  I do understand that the AS systems is just using "Accounting Period" to determine where a transaction line lands, and that the "date" field is irrelevant. However, it's difficult to explain to auditors, external accountants, IRS, etc. why transactions with one date on them are included in another month/accounting period of activity.  They assume it is an integrity issue with the software.  I would think that 99% of the time, users would want thse dates to agree and it should be the exception to Change the dates on the lines to NOT agree if needed (which would be rare in real world accounting).  Thank you.

  • 0
    Avatar
    Jeanae Remala

    Please update teh "Mass Edit" on cloned journal entries to present the lines in the order in which they are saved on the Journal Template. They currently appear in revearse order from how they appear in the template.  Also, please consider providing 25 lines per page on teh "Mass Edit" feature vs the current 10 per page.  Thank you.

  • 0
    Avatar
    Ryan Faulkingham

    Hi Jeanae,

    Are you familiar with workflows? The line date can be updated automatically by using a workflow. Feel free to submit a ticket to our support desk to help work with you on this at support.accountingseed.com. Also, we do have a product improvement ticket open for the mass add/edit request. 

    Thank you,

    Ryan

Please sign in to leave a comment.