Duplicate statistical journal entries to other books

You can duplicate entries into a journal associated with a different book. Doing this lets you review the entry impact before recording the transaction to your main books.

For example, to see the impact an entry will have, create a user-defined book named “Provisional” and record the transaction to that book. Then review the impact from a financial statement. If the change is acceptable, move (duplicate) the entry to your main book (usually accrual) and reverse it from the Provisional book.

1. On the General Ledger > All menu, find the type of journal entry to duplicate and select that type.

   For example, select Journal entries. If you do not see the book on the menu, ask your administrator if you have the right permissions to see it. Only books that you have access to are visible.

2. Find the journal, and select Transactions.
3. Find the transaction that you want to duplicate.

4. Select More actions > View at the end of the row.

5. Select Duplicate.
6. Select the book and journal that you want to duplicate the entry into.
7. The duplicated entry has a new transaction number and today's date, but everything else is the same. Make any needed changes.
8. Submit or post the entry, or save it as a draft.

1. On the General Ledger > All menu, find the type of journal entry to duplicate and select that type.

   For example, select Journal entries. If you do not see the book on the menu, ask your administrator if you have the right permissions to see it. Only books that you have access to are visible.

2. Find the journal, and select View transactions.
3. Find the transaction that you want to duplicate and select View, and then select Duplicate.
4. Select the book and journal that you want to duplicate the entry into.
5. The duplicated entry has a new transaction number and today's date, but everything else is the same. Make any needed changes.
6. Submit or post the entry, or save it as a draft.