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  1. Manual Journals - Templates for regular journals

    I would like to be able to create templates for common manual journals I need to post. I have to create journals to deal with VMS and Sale on Commission transactions and having the accounts, VAT code and comments already in a template would save time and mistakes creating these. Also, being able to fix the debit and credit fields for each account would ensure the journal is entered correctly.

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    0 comments  ·  Chart of Accounts  ·  Admin →
    Existing functionality  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks so much for sharing this idea — we can absolutely see how having a template for common manual journals would save time, create more consistency, and help reduce manual errors. 🙂

    The good news is that this functionality already exists in Xero through repeating journals. You can set up a repeating journal for weekly or monthly periods, enter the accounts and details you regularly use, and choose to have each journal created as a draft rather than posted automatically.

    That means you can still review and make any final changes before posting, while avoiding the need to recreate the same journal from scratch each time.

    If it helps, we can also point you to the steps for setting this up in Xero.

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