Create a Client Journal

Table of Contents

Creating client journals in SapphireOne is essential for making adjustments to client accounts. This process ensures that all journal entries are accurately recorded and reflect the correct account balances.

  1. Navigate to Client Journal
    • Go to Accounts > Receivables > Client Journal.
  2. Initiate a New Journal
    • Click on the data entry-client journal to create a new client journal.
  3. Select the Client
    • Enter the Client ID or choose the client from the provided list.
  4. Enter the Journal Details
    • Complete the necessary fields, including Journal Date, Amount, and any additional notes.
  5. Save the Journal
    • Finalise the journal by clicking the green tick button.

Alternate Method

  1. Select Posted Client Credit
    • Choose a posted Client Receipt (CR).
  2. Reverse Transaction
    • Go to Tools > Process > Reverse Transactions.
  3. Create Client Journal
    • A Client Journal (CJ) will be automatically created.

For more detailed information, refer to the Accounts > Receivables > Client Journal article.

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2 0 0 July 2, 2024

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