Journal Template Entry
Contents
Overview of FW10T
Journal Templates allow you to configure documents that you use on a regular basis. You can then use these templates to create general or recurring journal entries. To create a journal template:
- From the DDI Connect main menu, double-click FundWriter
- Double-click Journal Template Entry. You will see a screen similar to this one:
Create a new template
To create a new journal template, click New and select Create a new template:
File:Journal Template Entry 2.png
You will now see this screen:
Enter the template number you wish to use, or leave the field blank to use the next available template number. Click OK. You will now see this screen:
Document Setup Tab
The following fields are available on this screen:
| Field | Description |
|---|---|
| Memo | If you wish to enter a brief memo on this template, you can do so here |
| Amount | Enter the total document amount |
When you have finished entering the information, click the Line Items button or the Line Items tab
Line Items Tab
When you click Line Items, you will see this screen:
To begin adding line items, click the Add button on the toolbar. The fields now become available for editing:
