You can create a Journal manually or use a journal template or copy an existing journal. Go to Accounting - Journals and click on the Create Journal button at the top of your screen. A journal registration form will appear.
Note: If you choose to only Save your journal, then it will be saved as a draft and will not be entered in the general ledger. When you click Post, on the other hand, the journal is is created and becomes part of your accounting.
Create a journal using a Journal template
Start by filling in the Journal text and the posting date. Then choose which journal template you want to use. For the program to be able to distribute the amounts, you need to fill in the total in the Amount field. Make any necessary additions or changes to the journal and click on Post. Done! Below is an example of how a posting template distributes the costs for rents with 20% VAT.
Create a journal manually
Enter a Description directly into the field. If you work with journal types, select the type you want to use for the journal. Otherwise, the A-series is preselected for manual registration.
If necessary, change the posting date.
Enter accounts in the A/C No Column and press the Enter or Tab key to move along with the registration. Once you have selected the account, the name will be displayed automatically. You can also fetch an account from the chart of accounts by clicking on the selection button next to A/C No at the top of the column. You can also enter the beginning of the account number or name and let the autocomplete help you. The accounts in the chart of accounts that match are then displayed as suggestions.
If necessary, enter cost center and projects in the fields Ks and Pr. Enter your own text under Transaction Information.
Enter amounts under Debit or Credit. When you have selected the account for the last transaction line, you do not need to enter the amount in debit or credit just press the Enter or Tab key, and the difference is automatically placed in the correct column for the journal to balance.
Click Post when done.
Note: Additional functionality can be turned on and additional information can be displayed. Turn on the Settings under Settings - Accounting - Coding view
Link an image to a Journal
If you want, you can attach the image of a receipt to a journal. You will then be able to see the original receipt along with the registration in Briox. The picture will also appear when you view reports, eg. the general ledger for each account and click yourself down to the image. To link an image, click in the checkbox in front of the image in under the Linked documents section. Here you can choose to see the pictures from all inboxes that are found under the linked documents section of the Archive. Then click on Save to link the document to the journal.
An image can be directly uploaded by dragging and dropping on the file name area.
If the Journal has already been posted klick on the Link Document button to link the image to the journal.