How to Create Single Journal Entries

FINSYNC allows users make journal entries for reporting purposes. 

In order to create a single journal entry, follow the steps outlined below: 

1. Click on the Reports tab in the top menu.

2. Click on the General Ledger tab in the left-hand menu.

 

3. Click on Journal Entries in the left-hand menu.

4. Click New Journal Entry in the top right.

 

5. Leave the toggle set to One-time Entry.

6. Add a Description.

7. Adjust the Posting Date or leave it as is.

8. Pick at least two Categories (general ledger accounts) and make sure that debits match credits.

9. Click Save.