Create a Journal Entry | Accounting and Bookkeeping Software | UK Compliant.

Journal entries in Britixo allow you to manually record transactions by entering debits and credits, similar to traditional accounting systems. These are typically used as a last resort and should only be created if you fully understand accounting principles or if instructed by your accountant.

Purpose of Journal Entries

• Record manual debits and credits.
  
  

• Transfer money between income and expense accounts.
  
  

• Transfer money between asset, liability, or equity accounts and income or expense accounts.
  
  

Add a Journal Entry

1. Go to Accounting → Journal Entry.
   
   

2. Click the Add button.
   
   

3. Fill in the required fields:
   
   

• Number → Auto-incremented for each entry.
  
  

• Journal date → Default is the current date (can be changed).
  
  

• Recurring → Set frequency if the entry should repeat.
  
  

• Account column → Select an account, then enter the amount in either Debit or Credit.
  
  

• Description column → Add transaction details (displayed in reports).
  
  

• Add or remove rows using the green or red icons.
  
  

• Description (General) → A description for the entire journal entry.
  
  

4. Click Save.
   
   

Important: The total debit must equal the total credit before saving.

Edit a Journal Entry

1. Go to Accounting → Journal Entry.
   
   

2. Select the entry you want to edit.
   
   

3. Click Edit.
   
   

4. Make changes as required → Click Save.
   
   

Delete a Journal Entry

1. Go to Accounting → Journal Entry.
   
   

2. Select the entry you wish to delete.
   
   

3. Hover over the entry → Click Delete.
   
   

4. Confirm deletion in the pop-up.
   
   

The entry will be removed from the report.

Export a Journal Entry

1. Go to Accounting → Journal Entry.
   
   

2. Select the entry you wish to export.
   
   

3. Hover over it → Click Export to Excel.
   
   

The entry is downloaded for external use.

With Journal Entry management in Britixo, you can maintain precise accounting records while retaining full control over adjustments and transfers.