Generate Simplified Journal Entries
In Earny, you can generate a simplified journal entries outlining simply the accounts and debits and credits you need to book summed up.
In order to do this:
- Click Account on left hand navigation
- Click Account on left hand navigation
- Click on Import Chart of Accounts to start with a base of accounts.
- You can now edit the number and names of each account matching it to the account have in your accounting system.
- For example if I want to change the Account Name and Number for AHV, I would click Edit for 2100 Debtors / AHV/IV/EO - Old Age Contribution and change the number from 2100 to whatever number is in your accounting system and change name to whatever name is in your accounting system.
- Once done hit Save.
- Once you've updated all your accounts, select Setting tab and click Edit
- There you can select the format you want. Select Simplified Format
- Click Save.
- Once selected, you can download your journal entries in that format by going to Reports in left hand nav.
- Find the month you want to create journal entries
- Toggle Paid for the month you want to create journal entries for. For details on how to set up your specific chart of accounts, please visit "How to set up my company specific chart of accounts"
- You will get a CSV file.
