Managing Completed Standing Journal Templates

When you have finished entering transactions in a standing journal template, you can save it for further amendments or post the batch. These options are available under the FILE menu on the Standing Journal screen.

To complete a standing journal template:

1. Create a new standing journal template, or recall an existing one.

Refer to "Creating a New Standing Journal Template" or "Recalling a Standing Journal Template".

2. Add, edit or delete the transactions in the batch according to the Batch Type selected:

• payments - refer to "Standing Journal - Payment Entry"
• journals - refer to "Standing Journal - Journal Entry"
• receipts - refer to "Standing Journal - Receipt Entry".

3. Complete the standing journal batch by performing one of the following actions on the Standing Journal screen:

• post the batch to update the General Ledger - refer to "Standing Journal - File - Post Batch"
• save the batch (for additional posting and/or later changes) - refer to "Standing Journal - File - Save"
• delete the batch if you don't want to keep it - refer to "Standing Journal - File - Delete".