How to: Enter a Journal Entry

First, navigate to the Journal Entries option in the left-hand navigation panel.

Next, click the Create Journal Entry button to start a new journal entry.

Now, from the Vendor drop-down menu, choose the appropriate vendor. Note: the vendor field is optional, but you may associate an existing vendor to the journal entry.

A pop-up window may appear if purchase orders are associated with the vendor you select. If this happens, you can link an existing PO to your journal entry.

Next, click within the Summary Description field and enter in the description field with details describing the journal entry.

Select a JE Date and an Effective Date.

Next, select the corresponding division for the journal entry.

From the drop-down in the Details section, you can select a location code, if needed.

Now, apply the account code first. You can then apply any additional coding that may be needed at this time.

Then, click the Total field to enter the monetary value for the account detail line.

When you're ready, you can balance the journal entry by clicking Add Item.

Then, complete the details and add the amount to the offset line or lines. You may add multiple detail lines, but your differences must equal zero.

Click the Actions menu to access options like Copy, Paste, Split, Duplicate, and more for managing your journal entry line items.

Click the Upload button in the Files area to upload supporting documents or attachments for your journal entry, if necessary.

If you're not ready to submit, click the Save Draft button to save your journal entry progress without submitting it.

If you are ready to submit, click the Submit button to finalize and send your journal entry for approval.

That's it. You have successfully created and submitted a journal entry in GreenSlate. If you have any questions or need more help, please visit our Help Center or reach out via email or chat.