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IMOS - Journal Template

If you regularly need to create similar Journal Entry, you can use templates to simplify the process.


Non-Voyage Journals

They should be created without a reference to a vessel name or voyage number. Otherwise they will result in an uncategorized adjustment and invariance on P&L which will lead to accrual of the same amount in every month for that voyage.
Non-Voyage Journals are intended to only be used with Balance Sheet transactions, and should not touch P&L based accounts.

Creating a Journal Entry from a Template

To create a Journal Entry from a template, do one of the following:

  • Work in a Journal Entry:
    1. On the Journal Entry toolbar, click 
      .
    2. Click Create a New Journal Entry from a Template.
    3. Select a template from the list of saved templates to populate the Journal Entry.
    4. Edit the information in the Journal Entry and save it.
  • Work in a template:
    1. On the Journal Entry toolbar, click
      .
    2. Click Retrieve a Template.
    3. Select a template from the list of saved templates to populate the Journal Entry.
    4. Edit the information in the template.
    5. Click
       
      and then click Convert to a New Journal Entry.
    6. Save the Journal Entry.

Creating a Journal Entry Template

To create a Journal Entry template:

  1. Edit the information in the Journal Entry to include all the standard information.
  2. On the Journal Entry toolbar, click
    .
  3. Click Convert to a New Template.
  4. Enter a Template Name and save.

Journal Entry templates cannot be created from auto-created journals (like Voyage Costs or Monthly Accruals).

Editing or Deleting a Journal Entry Template

To edit or delete a Journal Entry template:

  1. On the Journal Entry toolbar, click
    .
  2. Click Retrieve a Template.
  3. Select a template from the list of saved templates.
  4. Do one of the following:
    • To edit, change the information and save.
    • To delete, click
      .
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