How to use Journal Presets Effectively

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How to use Journal Presets Effectively
Sapphire Systems plc

• Presentation by Damian Hickey

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Sapphire Systems plc

• Journal Presets
• What are Journal Presets?
• Why use Journal Presets?
• How to create a Journal preset.
• A practical example of how to use Journal Presets
• Questions Answers

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Sapphire Systems plc

• What are Journal Presets?
• Journal presets are used to predefine some, or
  all, of the entries for a journal
• Why use Journal Presets?
• By using Journal Presets, the time taken to enter
  a journal via Ledger Entry or Journal Entry can
  be significantly reduced. This is the case for
  large, repetitive entries and standard journals.
• Errors in postings to incorrect accounts, periods
  or analysis codes can be eliminated by the use of
  Journal Presets.

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Sapphire Systems plc

• Why use Journal Presets?
• Journal Presets can be configured in such a way
  that they can be used in any financial period(s).
• Line prompts can be used in order to facilitate
  ease of entry for end users.
• Presets can be forced so that end users can not
  over ride any field that is predefined in the
  journal preset.

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Sapphire Systems plc

• Any Questions?