Manual Journal - Copy line above
Manual Journal - Copy details from line above- this is a tool in Sage so please could you consider it? :) it's a nifty action & allows a one click solution to repeat account & tracking categories and is especially useful for large entries such as payroll journals.
Anne Benison
shared this idea
Appreciate you raising your idea here, Anne. We'll begin to track the interest.
For now, if you have large journals you need to enter you may want to explore importing journals.
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Anne Benison
commented
I'm a fan of importing! but not what i was posting about- its the report date criteria, that need to be looked at-
When drilling down into the P&L/Balance Sheet - there is the option to view This Month, Last Month, Quarter etc .... but when you choose the option to view a month in isolation the Balance sheet & P&L show the months figures but once you click on a ledger balance the report automatically defaults to year to date transactions.
I'm asking your tech team to fix it so that when you choose a month you only have the transactions from that month? I hate to state the obvious but the old reports did just that? There is the option to compare to other months and each one should just be the transactions in their respective months not all transactions to date... hopefully I am making sense. -
Pip Robinson
commented
This would save me an immense amount of time at our Company year ends as copious amounts of journals required and we have multiple separate companies, all requiring a large amount of journals.
Please do give this your utmost attention.