Save your journals as drafts

Instead of posting journals directly to the accounting, they can also be saved as drafts. This makes working easier, for example when you are adding a journal that covers a larger set of entries and, for some reason, need to interrupt the work before it is finished.

In Accounting → Journals → Create journal, the required information is filled in the designated fields. Instead of selecting Add to accounting, click Save, which will save the voucher as a draft. A draft can be continued later.

When you click Save, you will receive a notification that the journal has been saved as a draft.

Drafts can be found by opening the dropdown menu under All journals and selecting Drafts.

Drafts are clearly marked as Drafts:

Include Drafts in reports

You can simulate the following reports by choosing to include drafts in the report selection window:

• Balance Sheet
• Trial balance report
• Profit & Loss

When drafts are included, the drill down will take you to a version of the Profit & Loss that includes the drafts. Reports that include drafts clearly state that and are marked as Preliminary. See below.

Drafts are saved and can simply be changed and discarded. This way you can avoid crossed out rows in your journals.

Mass manage Drafts

When you are happy with the result you have achieved in your simulated reports or in several drafts, you can then mass manage selecting a posting date for your drafts and then posting them.

You activate the mass management options by checking the boxes on the left-hand side of the draft list.