How to post a journal entry

ChecKmate records most entries for you as you sell, buy and pay. Use a manual journal entry only for adjustments - for example a correction your accountant asks for.

Step 1: Start the entry

Open Accounting and press New Journal Entry. The Journal Entries tab lists every entry, automatic and manual, with its status.

Step 2: Fill it in

Enter the Date, Type, Period and a Reason, and a description. Under Entry Lines, add each account with its debit or credit - press Add Line for more.

Step 3: Post

Press Save as Draft to finish later, or Post Entry. An entry can only be posted when the debits equal the credits.

Good to know

• Entries in a closed period cannot be posted - see How to close a period or year.