Process held journals

Find this screen

Open: Nominal > Enter Transactions > Currently Held Journals

How to

Post a held journal

Select the journal to post.
Click Process.

The Enter Nominal Journal screen opens.
Make any required amendments and click Post.

Amend a held journal

Select the journal to change.
Click Process.

The Enter Nominal Journal screen opens.
Make any required amendments.
To post the amended journal, click Post.
To keep the amended journal on hold, click Hold.

Delete a held journal

Select a journal, or to delete all held journals click Select All.
Click Delete.

Print a list of held journals

You can print a list of the held journals or send them to an Excel spreadsheet.

Right-click in the Journal Details section.
Choose Print or Export as appropriate.

Useful info

What you can do with a held journal

When a journal entry is put on hold its details are saved so that they can be checked or amended before being posted.

This screen lists all the journal entries that have been saved and you can:

open an individual journal entry to review, make amendments and post the transactions detailed within it.
delete an individual journal entry or select and delete all the listed journal entries.
print the details of a single, or all listed journal entries.

What happens when

I post or amend a held journal?

When you amend or process a held journal its details display on the Create Journal Entry screen. You can amend the details of the journal entry and post it directly from that screen as you would if you were creating a new journal entry.

Once posted the journal's details are removed from the list on the Currently Held Journals screen.