Instead of creating the transaction from scratch, you can begin with an existing Journal Transaction template. From File, select Load/Delete Template.
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:
Editing records in 1-3 Journal Transactions |
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