Create a Client Journal

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 client account balances.

1. Navigate to Accounts > Receivables > Data Entry and select the Client Journal item. Sapphire one will display the Client Journal Entry screen ready for data entry.
2. SapphireOne will place the cursor in the Client ID data entry field, so enter the required Client ID or choose the Client ID from the provided list.
3. Complete the necessary fields, including Journal Date, Amount, and any additional notes. Pay attention to dates as SapphireOne will automatically enter most of them as setup from default settings.
4. Finalise the Journal by clicking on the green tick button on the main toolbar. This will save and then close the new Client Journal.
5. The Client Journal may be re-opened by going to Accounts > Receivables > Data Entry Transactions, and selecting the Client Journal for viewing or modification if it remains un-posted.

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