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Core · Journal Entries
Module: Accounting Pro
Where to open in admin
- Log in to Admin.
- Open sidebar menu Accounting Pro.
- Click Core · Journal Entries.
- Direct route (for admins):
admin/accounting_pro/accounting_pro_journal
What this screen is for
Create and manage general ledger journal entries (debits and credits).
How to use — step by step
- Click New journal / Add to create a draft entry.
- Set journal date, reference, and narration/description.
- Add lines: pick accounts from chart of accounts, enter debit OR credit amounts.
- Ensure total debits equal total credits before saving.
- Save as draft, then Submit or Approve per your workflow.
- After approval/posting, lines appear in the General ledger and trial balance.
- To correct mistakes, use reversal or adjusting entries (do not delete posted journals unless policy allows).
Common buttons & actions
- Add line
- Save draft
- Approve
- Post
- Reverse
- Print/PDF
Required permissions
Staff need the accounting_pro_journal feature with: view, create, edit, delete, approve.
Assign under Setup → Staff → Roles → Permissions. After changing roles, ask the user to log out and log in again.
Before you start
- Make sure your role can view this screen (and create/edit if you will change data).
- Complete module Settings and any required master data first.
- If this screen depends on other CRM data (customers, items, invoices, staff), create those records first.
What good looks like
After you finish on Core · Journal Entries, you should see the record in the list with the expected status, and any linked stock/finance/message impact should match what you entered. If something looks wrong, open the record again and check required fields, then retry.
Tips & best practices
- Use clear codes/names so teammates can search later.
- Prefer filters (status, date, warehouse, assignee) before exporting large lists.
- Do not delete posted/historical records unless your process allows it — use cancel, reverse, or adjust instead.
- When stuck, compare a working sample record field-by-field with the one that fails.
Troubleshooting this screen
- Blank page / access denied — permission missing or session expired; re-login and check Roles.
- Cannot save — required field empty, invalid date, or master record not selected.
- Numbers look wrong — wrong warehouse/period filter, or related document not posted yet.
- Button missing — your role lacks create/edit/approve/export for this feature.