Record a Journal Voucher
Most of your books update automatically — saving a sale invoice or receiving stock posts entries for you. A journal voucher (JV) is for the adjustments that don't happen on their own: depreciation, accruals, reclassifying an amount from one account to another, or correcting a mistake.
Record a journal voucher
- Go to Finance & Accounting → Vouchers → Journal vouchers.
- Click New.
- Add at least two lines. Each line is either a debit or a credit — never both.
- Make sure total debits equal total credits before saving (rounding differences under one cent are fine).
- Add a clear description for each line — this is what shows up later when someone reviews the entry.
- Save.
:::tip Debits and credits, simply They're two sides of one balanced entry — neither is "good" or "bad." Paying rent from the bank: debit Rent expense, credit Bank. Invoicing a customer: debit Accounts receivable, credit Revenue. :::
Posting to a customer or supplier account
If you need to post directly to a customer's or supplier's balance (for example, an opening balance), select their name on that line. For everyday customer or supplier payments, use a cash or cheque voucher instead — it's simpler and applies the payment for you automatically.
Reviewing what's been posted
Go to Finance & Accounting → Journal entry viewer to see everything posted for a given document, account, or date range — useful for checking what the system recorded for a specific sale, purchase, or adjustment.