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.