Creating journals is an essential part of managing your organization’s financial transactions.

Step 1: Access the Accounting Module

  • Use your admin account to log in to your School ERP site, ensuring you have the necessary permissions.  
  •  Log into your ERP system and open the Accounting module.


Step 2: Navigate to Configuration

  • Click on the ‘Configuration’ menu within the Accounting module.


Step 3: Select Journals

  • Choose ‘Journals’ from the options available under the Configuration menu.


Step 4: Create a New Journal

  •  Press the ‘Create’ button to open the journal creation form.


Step 5: Fill in the Required Fields

  • Journal Name: Enter a descriptive name for the journal (e.g., "Customer Invoice").
  • Type: Select the type of journal from the available options: Sale, Purchase, Cash, Bank, or Miscellaneous.
  • Short Code: Enter a short code for the journal to use as an identifier (e.g., "CI" for Customer Invoice).

Conclusion

  • After entering all the required information, click ‘Save’ to add the journal to your accounting system. Properly setting up journals is crucial for accurate financial tracking and reporting.