Entering journal transactions

Instead of creating the transaction from scratch, you can begin with an existing Journal Transaction template. From File, select Load/Delete Template.

To enter a journal transaction:

1 Open 1-3 Journal Transactions.
2 In the Trans# box, enter the transaction number.
3 In the Date box, enter the transaction date.
4 In the Description box, enter a brief statement about the line item.
5 In the Status list, click the record status.
6 In the grid, do the following:
a In the Description cell, enter a brief statement about the line item.
b In the Account cell, enter the ledger account you want.
c In the Subaccount cell, enter the subsidiary account you want.
d In the appropriate Debit Amount or Credit Amount cell, enter the amount.
7 Repeat step 6 for each item.
8 On the File menu, click Save.

Tips:

Links to more information...

More resources

For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.

For additional training on Sage products, visit Sage University.