Follow the path: Xmc>Financial Management >General Ledger>General Operations>Journal Entry
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Enter New>New Group
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All necessary fields will automatically populate.
Enter Group ID: using the Initials, Date and numerical (in the Group ID FieldPlease use your Initials, Month, Day, Year (last digit only) & then a letter (A, B, C, etc)
Click on Save
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Enter New>New Journal
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Enter New>New Journal line
Enter description
Enter GL Account Number
Click Save
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NOTE: Only the main information that is needed will be highlighted in red. It will always default to the current year.
Enter the GL Account Information
Add a Description if needed
Enter Credit
Click Save
Click on Autobalance to add additional lines.
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NOTE: We are not doing anything with multiple companies at this tie.
Click on Actions>Print Edit List
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NOTE: You can always see your journal entry list here but it is not necessary for General Ledger.