Quick Entries

Quick Entries

Define shortcut templates for frequently used journal entries or bank transactions. Instead of entering each GL line manually, a quick entry automatically creates the full transaction from a single amount.

Fields

  • Description - Template name
  • Type - Journal, Payment, or Deposit
  • Base Amount - Fixed or variable
  • GL Lines - Predefined account splits with percentages or fixed amounts

Example

A "Monthly Rent" quick entry could split a payment:

  • 90% to Rent Expense
  • 10% to Input Tax

How to Use

When creating a bank payment or journal, select a Quick Entry type. Enter the total amount and the system fills in all GL lines automatically.