The Journal Table is essential for recording all your financial transactions, including payments, sales, purchases, and adjustments. It provides a clear, organized view of journal entries and their details. Follow these steps to create your Journal Table within the system:
Step-by-Step Guide
Navigate to the Data Table Section
In the sidebar, find and click on the Data Table section.Add a New Table
Once inside the Data Table section, click the ➕ icon to add a new table.Select your Table Type
A modal will appear. From the dropdown menu, select the Journal Table as the type you want to create.Create the Table
After selecting the Journal Table, click the Create Table button. The system generates the table and adds it to your top navigation bar for quick access.If No Tables are available
If you have already created all available tables, the dropdown will show the message "No available tables".Start using your Journal Table
After creation, you can begin entering and managing your journal entries, keeping track of all financial transactions.
Understanding the Columns in your Journal Table
The Journal table includes the following columns to help you organize and review your journal entries:
Column | What It Shows |
Date | Date the journal entry was made |
Title | Label or description for the journal entry |
Total Amount | The total amount involved in the journal entry |
Contact | The person or business related to the entry |
Exchange Rate | Foreign exchange rate applied, if any |
Entries | A button labeled “View” to see or manage journal lines |
Customize Table View
Control how many journal entries appear on your table at once:
Scroll to the bottom of the table.
Use the pagination control to choose how many rows (10, 20, 30, etc.) to display per page.