View manual journals

Open and view manual journals that have been saved, posted or voided. Different journal options are available depending on the status of the journal.

Only users who have the Standard + All Reports, Adviser or Read Only user role can view manual journals.

Access journals

  1. In the Reports menu, select All Reports.
  2. Under Accounting, select Journal Report.
  3. Click Manual Journals.

If you have the Adviser role, you can also access journals by selecting Manual Journals from the Adviser menu.

Browse for a journal

Manual journals are grouped in tabs based on their status.

Click:

  • All to view all manual journals regardless of status.
  • Draft to view manual journals that have been saved as drafts.
  • Posted to view posted manual journals.
  • Voided to view manual journals that have been voided.
  • Repeating to view repeating journal templates.
  • Archive to view manual journals that have been archived.