Step by step
- Open Accounting > Journals.
- Press New to open the Add Journal page (it has its own help).
- Filter Options opens the filters: Business, From Date and To Date. Press Filter.
- The table shows Date, Voucher, Business, Reference, Remarks, Description (the accounts of the journal), Debit, Credit and Created By. The Total row adds up Debit and Credit.
- Action > View shows the voucher with Print. Edit opens the Edit Journal page, Duplicate opens a new journal with the same lines, and Delete removes the journal.
- Excel, Pdf and Print export the list.
Good to know
- This page comes with the Core Accounting app of the App Store.
- Edit, Duplicate and Delete show only for journals of your own shop and with the permission.
- Deleting a journal removes its entries from every ledger it touched.
- The list opens with the default date range of the settings; change From Date and To Date to see older journals.