Creating Journal Templates

When you create a journal, you can choose to create it using an existing template. When you select a template, a data security check is made to determine whether you have access to all of the template entries.

After you enter data, you can scan the template to verify that all entries are valid. The scan process enables you to identify errors and make any necessary changes before you save the template.

You can edit a journal template that you previously created. For example, you can change the description of a journal or add adjustments.

Any user with the User Role and above can edit templates. You must also have access to all the entities in the template.