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Accounting Pro — Core · Journal Entries (how to use)

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Core · Journal Entries

Module: Accounting Pro

Where to open in admin

  1. Log in to Admin.
  2. Open sidebar menu Accounting Pro.
  3. Click Core · Journal Entries.
  4. 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

  1. Click New journal / Add to create a draft entry.
  2. Set journal date, reference, and narration/description.
  3. Add lines: pick accounts from chart of accounts, enter debit OR credit amounts.
  4. Ensure total debits equal total credits before saving.
  5. Save as draft, then Submit or Approve per your workflow.
  6. After approval/posting, lines appear in the General ledger and trial balance.
  7. 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.

Related guides

See the Accounting Pro overview for module-wide workflows, API, and setup.

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