Help · Accountant
Manual journals in SwiftlyBooks
Entries you post by hand, such as accruals and corrections, each balanced in one currency.
Post a journal
- Press New journal, and give its Date and What it is for.
- Choose its Currency. Each line then offers only the accounts that currency can use.
- On each line, choose an Account and type a Debit or a Credit. Add a line adds another.
- Press Post journal once the debits and credits agree.
- With a second approver, the button is Save for posting. The journal waits under To post until someone else presses Post.
Put one right
- Open the journal and press Reverse.
- Choose the day it is Dated, in an open month, and say Why. Then press Reverse it.
- Post a new journal as it should have been.
Good to know
- A posted journal is never edited: reverse it and post it again. Both stay on the record.
- A journal in another currency is valued at the official rate of its date.
- Invoices, bills and payments post their own entries. A journal is for what nothing else records.
Related
The same help is in the app: press the ? at the top of any page.