Journal Entries Advanced Topics

Use this article for advanced journal entry tasks, including deleting unposted entries, unlocking batches, printing batch lists, posting, importing, and purging.

Delete an unposted journal entry

To delete an entry after it has been saved but before it has been posted:

In the batch, select the Control Number of the item to delete from the list on the left side of the batch.
Click the Delete icon, or select Form > Delete.

Unlock a batch

A batch is locked if it is opened by another user. Batches opened by another user cannot be unlocked.

Open the area of Transactions where the locked batch is located.
Select the locked batch.

To select multiple batches, hold Ctrl while selecting each batch.
Select Tools > Unlock.

Print an edit list

Use an edit list to print details for unposted batches.

Open the area of Transactions where the batch is located.
Select the batch.

To select multiple batches, hold Ctrl while selecting each batch.
Select Tools > Print Edit List.

Edit lists cannot be printed for posted batches. For posted batches, print an audit list instead. For more information about print selections, see Reports Overview.

Post a batch

Users must have rights to post to see the Post function. The batch status must be Ready to Post or Unposted. Empty batches cannot be posted.

Open the area of Transactions where the batch is located.
Select the batch.

To select multiple batches, hold Ctrl while selecting each batch.
Select Tools > Post.

Print an audit list

Use an audit list to print details for posted batches.

Open the area of Transactions where the batch is located.
Select the batch.

To select multiple batches, hold Ctrl while selecting each batch.
Select Tools > Print Audit List.

Audit lists cannot be printed for unposted batches. For unposted batches, print an edit list instead. For more information about print selections, see Reports Overview.

Print a batch log

Open the area of Transactions where the batch is located.
Select the batch.

To select multiple batches, hold Ctrl while selecting each batch.
Select Tools > Print Log.

For more information about print selections, see Reports Overview.

Import journal entries

Journal entries can be imported into Juris when the import file is in the proper format. For file format details, see Import Journal Entries.

To import journal entries:

While in Journal Entries, select Tools > Import.

The Journal Entry - Import File window opens.
Browse to the file to import.
Review the Import Options at the bottom of the window and determine how Juris should treat the imported file after import.
After all selections have been made and verified, click OK to begin the import.

After import, the name of the imported file appears in the Batch Comment, beginning with the words Import Batch.

Purge transactions

Only posted and deleted batches can be purged. An empty batch must be deleted before it can be purged.

Open the area of Transactions where the items are to be purged.
Select the batch to purge.

To select multiple batches, hold Ctrl while selecting each batch.
Select Tools > Purge.

A Purge Log is automatically printed.

Purging may also be completed through Report Queues. This option can be helpful for running purge functions on a regular basis to clean up old batches.

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