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Create a journal by copying existing journals

Modified on Thu, 12 Jan 2023 at 09:21 AM

You can create a new journal based on a copy of an existing one. This option is available if the original journal has been saved.

Copy a journal

1. Open the journal you want to copy.

2. Click Create copy from the top row of buttons. 

A new journal template opens with certain fields copied from the original journal. Information may be pulled through to the Header area (A), Row Data area (B). The fields that are copied across depend on your company's configuration.

An Action log entry is made in the newly created document to show from which document it was copied (C).

3. Complete the journal entry with the missing information.

The header and row data copied from the original journal to the new copy are defined by your own company's configuration.

When you copy a journal, you can define in the configuration which fields are cleared and which remain prepopulated when a copy is made. For example, posting and document dates are often cleared when a copy is made.

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