Manage transactions using a general journal | ParagonERP

How to run and filter the general journal

The general journal records all the different transactions made in Paragon that effect your books, and creates an audit trail for your business. It can be set up to track either your financials, your inventory, or both. Here we will explain how you can search through the general journal to find any entries that you are looking for.

Step 1: Open the reports module

From any screen hit the more button and select the report module.

Choose general journal from the column on the left hand side of the page. You can also select the report from the finance card.

Step 2: Filter through the available journal entries

Now that you are here you have multiple filtering options to choose from to find the journal entries that you need.

You can search via the search bar itself or you can also use the numerous options laid out in columns for you to choose from.

  • The journal number, which is the unique sequence number generated for each entry.
  • The year of the entry you are looking for, which you can then narrow down even further by choosing a month.
  • The account which the transaction came from.
  • The specific GL account linked to the entry, or the source module from which the entry was made.

Once you have filtered through all the journal entries in the system to find the one you want, you can then print it out by hitting the print button on the right side of the screen.

It will yield a document as shown below.

So whats next?

From here you may want to look into learning more about how the automatic journal entries are made, or how to create them manually.

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