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:
- On the Journal Entry toolbar, click .
- Click Create a New Journal Entry from a Template.
- Select a template from the list of saved templates to populate the Journal Entry.
- Edit the information in the Journal Entry and save it.
- Work in a template:
- On the Journal Entry toolbar, click .
- Click Retrieve a Template.
- Select a template from the list of saved templates to populate the Journal Entry.
- Edit the information in the template.
- Click and then click Convert to a New Journal Entry.
- Save the Journal Entry.
Creating a Journal Entry Template
To create a Journal Entry template:
- Edit the information in the Journal Entry to include all the standard information.
- On the Journal Entry toolbar, click .
- Click Convert to a New Template.
- 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:
- On the Journal Entry toolbar, click .
- Click Retrieve a Template.
- Select a template from the list of saved templates.
- Do one of the following:
- To edit, change the information and save.
- To delete, click .