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. 1. On the Journal Entry toolbar, click Templates.

   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. 1. On the Journal Entry toolbar, click Templates.

   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 Templates 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 Templates.

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 Templates.

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 on .