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Find, edit, publish and void journals

Review your journals, publish drafts, make a journal repeat on a schedule, and undo one that was wrong.

The journals list

Go to Manual Journals → Manual Journals. Each journal shows its Number, Date, Title, Total amount, Status (Draft or Published) and Contact. Click View under Entries to see its lines.

Use the date range and Filter to narrow the list, Edit columns to change what's shown, and Export to download it.

Manual journals

Work on several journals

Tick the journals you want. The toolbar shows Export selected, Publish drafts, Duplicate and Delete.

Journal actions

Open a journal and click Actions:

Action

Draft

Published

Edit

✓

✓

Duplicate

✓

✓

Publish

✓

Convert to recurring

✓

✓

Delete

✓

Void

✓

Journal actions

Void a published journal to reverse it in your books while keeping a record of it. Drafts haven't touched your books, so you can simply Delete them.

The journal's tabs show its Overview, Line items, Comments and Audit log.

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