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Currently when I have a number of journal entries to do I have to enter one at a time, save and post before I can enter the next one. For example I had five bank transfers to enter and each was done on a different day instead of allowing me to enter all of them I had to do one at a time and in the mean time my a/p person could not enter any journal entries.
Connie Rolfe
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Please see the following Knowledge Base article that has an alternative method of setting up additional Journal Types to use if you want to have multiple unposted journal entries existing at once: https://support.viewpoint.com/s/knowledgedetail?c__urlname=151020133401777
Other accounting programs I have used allow you to enter a date beside each journal entry, thus you can enter several at one time. Adding tha column for a date within the journal entry is logical & it would be very helpful.
I use Vendor Bills to record cash transfers. I have 10 companies and 15 bank accounts, and do 3-6 bank transfers every week. I have a Vendor set up for each of the different regular transfers that I do, set as Recurring on a Weekly basis. All I have to do is enter the dollar amount of the transfer. It is much easier to delete all of the Recurring Vendor Bills that I don't need, than it is to enter transactions manually. And I would rather that I had to delete 100 unneeded Vendor Bills, than have to do even ONE journal entry with that archaic function.
how long is a suggestion 'in review' before a decision to implement or not? - these posts are old
Even our old clunky system allowed you to create a one journal entry and put different dates on different lines. I liked it a lot when doing bank recs, because I could do one entry into the period, but have transfers, bank fees, and interest earned all have the correct date. Now I have to do one entry for each date separately, or lump it all into one date, which is not a good solution.
Also when I import our purchase card it all dumps in on one date, instead of being able to use the transaction date.
it's a PITA
Finally IN REVIEW!
However this feature would be nice to just allow a simple process to transfer between bank accounts but more so between company and bank accounts instead of having to create multiple journal entries for 1 transaction. Or maybe allow journal entries to be like AP invoice screen where you can choose the company in the details and have 1 journal entry for multiple companies/items.
If you have different posting groups it should allow you to post specific groups on their own.
Matt, that suggestion may allow you to use different dates in journal entries - which is good, but they still have to all be posted at the same time. If I want to post only MY entries, but my AP person is not yet ready to post hers, that doesn't completely solve the problem.
You can set up more posting journals.
Go to Financial > Set Up > Journal Type. In here you can add additional journals.
For Example: GJ - General Journal frequently. We set up GJ2, GJ3, GJ4, ect., so we can create multiple journal entries and post all at the same time.
Hope this helps...
And there should be a way to transfer funds between bank accounts without having to perform a journal entry.
This is a must have and should be put at the top of PCMX priority list. It is extremely inefficient to post one JE at a time.
Please and yes please!