In this lesson we will work with Journal Entry records including creating new records, adding lines, Clone and Reverse Clone options, and Accounting Seed’s import functionality.
Module 1: Enter a Journal Entry
In this training module we will cover how to create a new Journal Entry record and add Journal Entry lines using the multi-line Mass Add/Edit Rows function. We will also cover how to use the Clone and Reverse Clone with Lines feature.
Module 2: Import Journal Entries
In this training module we will review the process to import journal entry lines using the Salesforce Data Import Wizard.