Journal entries are the formal record of every financial transaction in your business. From /finance/accounting/journal-entries you can create, search, and manage all your entries in one place.
The main screen displays all journal entries sorted by date, with columns for entry number, description, date, total amount, and approval status. Use the search bar to filter by description, number, or date range.
Click New Entry in the top-right corner. The creation form opens with today's date preselected.
Enter a descriptive concept, select the entry type (income, expense, or general), and adjust the date if needed.
Each line requires an account from the chart of accounts, a debit or credit amount, and optionally a reference. Total debits must equal total credits.
Save as draft to edit later, or submit directly to the approval workflow.
Tip
You can duplicate an existing entry to create recurring transactions like payroll or monthly rent, saving time on data entry.
Each journal entry goes through the following states:
| Status | Description |
|---|---|
| Draft | Being edited, not yet submitted for review |
| Pending | Submitted for approval, visible to reviewers |
| Approved | Validated and reflected in financial reports |
| Rejected | Returned with observations for correction |
Permissions
Only users with the Accountant or Admin role can approve or reject journal entries.
Select multiple entries using the checkboxes to:
Use advanced filters to locate entries by:
Tip
Combine filters with free-text search to find specific entries in seconds, even with thousands of records.