Field descriptions: Transaction Templates for journal entries

Template ID

The name of the template. After the template is saved, this field cannot be changed. To change the template ID, you must create a new template with the new name, and then make this one inactive.

Journal

Select the appropriate journal from the dropdown list. All transactions you create with this template will post to the selected journal.

Offset account

The offset (balancing) account for all the line items in this template. Typically, you'll have pairs of balancing line items. This offset account is required in the event that you do not specify a line-item offset.

Default description

Enter a description of the transaction.

Status

Determines whether this template appears in list pages. Select Active to display it. Select Inactive to hide it.

Account

Enter an account name, or select the dropdown list to look up the account.

If the account has not yet been created, select New to add it.

Label

Create a name for the account that's meaningful to the user.

Department

Select the department associated with this transaction.

User provided

Select this checkbox if you use departments, locations, or both, and you want the user to choose which one.

Show as

Select Read-only, Editable, or Hidden.

Location

Select the location associated with this transaction.

Treat as

Select whether to treat (or handle) the item as a debit or credit.

Dimensions

Select the dimension, such as Project, Customer, or Supplier, from the appropriate dropdown list.

Refresh

Reset the number of line items to the number set in Rows.

Rows

The number of line items available on this page.