You can refine the contents of the Journal list by using the interactive filter controls below the main toolbar. Use the Period drop menu to filter the listed journal entries by date, and the Start and End date pickers can be used to fine tune the date period. The Account selector can also be used to further restrict the journal entry selection to a specific account, and the Ref filter further restricts the journal view to a specific reference number.
AddClick the Add button on the toolbar to create a new journal entry.
DeleteTo delete a journal entry, select the journal entry(s) you wish to remove from the list, and click the Delete button on the toolbar.
EditClick the Edit button on the toolbar to edit the currently selected journal entry. You can only edit one journal entry at a time.
PreviewClick the Preview button on the toolbar to see how the journal will appear when printed, saved as a PDF document, or emailed.
PrintClick the Print button on the toolbar to print the current journal view.
EmailUse this button to send the current journal view as a PDF document to a recipient via email. You will be asked to provide an email address. Your email settings must be set up before this operation can be completed, which can be done on the Other tab of the Options dialog in the Send Settings section.
FaxUse this button to send the current journal view to a recipient via fax. You will be asked to provide a fax number. Your fax settings must be set up before this operation can be completed, which can be done on the Other tab of the Options dialog in the Send Settings section.
SaveClick the Save button on the toolbar to save the current journal view as a PDF file on your computer.
Import transactions from CSVClick this link to start the importing process from a CSV (Comma-separated values) format file to the journal list. Importing will fail if the entries are not balanced, or if any of the required information is blank or missing. Reqiured fields are: Journal, Reference, Description, Account, and Debit Amount or Credit Amount.