Easier Access to Journal Templates

Another improvement to our accounting software based on feedback from our customers:

You can enable the Journal in Settings – > Advanced Settings

For each journal entry you have the option to tick a box to save it as a template in case you need to regularly enter a similar journal

It’s been pointed out to us that it’s sometimes hard to find which journals are used as templates as you need to click through to edit an entry to find out if it’s set as a template or not.

So we’ve added a way to easily list your templates. On the Journal page there is a drop-down list that says “Displaying…” where you can choose to filter the list of Journals (ie, this months, last months, etc).

We’ve added a new option to this list and labelled it “Templates”. If you select this then only journals set as templates will be listed.

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