Table of Contents
Introduction
In this article we'll be covering how to post a manual journal entry in your Nominal Ledger using Indigo Business.
🤔 Remember: A journal entry must include at least two lines using the double-entry method, meaning one debit and one credit to one or more accounts. These amounts must offset each other. If the credits do not offset the debits, the journal will not be posted.
Creating a Nominal Journal Entry
Go to Nominal > Posting > Nominal Journal.
The Nominal Journal page will open.
Fill in the journal Date, the Ext ref, add a Description and a Participant Description if needed. Once, done select the ✔️ Save button or press the Tab key.
The journal is saved as a draft and flagged with an orange 'Saved as draft' label.
Fill in at least the line items' mandatory fields (those with a red asterisk *) and select 💾 Save. Repeat to add as many line items as needed. The added line items will appear in the relevant grid. More on the fields and the grid ➡️ here.
Review the line items and totals.
Select Post at the bottom right corner.
Select Post in the confirmation pop-up.
If the auto balancing setting is enabled, a different posting confirmation pop-up is displayed. More on this topic 👉 here.
The Result
The posted journal will be visible in Nominal > Audit Trail.
❓ FAQ 1: Can I duplicate a posted transaction to handle recurring events faster? Yes, you can. Find out how ➡️ here.
❓ FAQ 2: How are exchange rates applied when posting against a foreign account? Find out how ➡️ here.
Edit, Copy or Delete a Journal Line Item
Highlight a line item in the grid.
Select one of the following buttons:
✏️ Edit: modifies the selected line item. The details appear in the top section.
📄 Copy: creates a new line item by copying the details of the selected one.
Select 💾 Save line item to confirm the details and display the line item in the grid.
Alternatively, to remove the line item, select 🗑️ Delete.
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