How do I generate a Customer Journal and/or Vendor Journal in Posibolt?

Prerequisite: Existing Customer or Vendor on Posibolt created from the Administration menu.

1. Log in to Posibolt, navigate to the top right of the screen and click the large Arrow icon, and the mail menu will load. Navigate to the right side of the screen and locate Accounting and click it.
   

2. Navigate the sub-menu and locate Entries, under the reports sub-menu  locate Customer Journal and/or Vendor and click it.
   

3. Select all the entries you want (their debit or credit selection can be selected for the journal) but most importantly on there right side of the screen there is a Customer or Vendor Name entry and you select the specific one to include the Customer Journal and/or Vendor Journal.
   

4. Click Complete to finish the Journal entry for either the credit or the debit of the Vendor or the Customer.
   

​The GL journal window allows you to enter and modify manual journal entries.

1. Log in to Posibolt, navigate to the top right of the screen and click the large Arrow icon, and the mail menu will load. Navigate to the right side of the screen and locate Accounting and click it.
   

2. Navigate the sub-menu and locate Entries, under the reports sub-menu  locate GL Journal and click it.
   

3. Select all the filters you want to process the GL Journal, then click Search or import. You can print out a GL Journal by clicking Print in the results on the right side of the records generated
   

Image of the GL Journal screen