Chapter 6

Journal

Every document in the period in one table: invoices, returns, vouchers and drafts. Click any document number to view it in full and print, edit or reverse it.

The journal — every document with its date, type, party and payment status

Common workflows

1

Find an invoice

Pick the period and type its number or the customer name.
2

Edit an approved invoice

Open it → "Edit": the original is reversed and a draft copy opens with the same data; change it and approve.
3

Attach an image or record as a fixed asset

From the document window → "Attachments" or "Fixed asset" (for a purchase invoice or a payment voucher).

Document details with print preview and action buttons

Messages you may see — and what to do

"This invoice cannot be edited"
Returns and reversing documents cannot be edited — only printed. A purchase invoice whose goods were received is corrected with a return, not an edit.
An opening balance cannot be edited
Reverse it, then enter it again from the customer or supplier file.
"The financial year is closed"
Nothing records with a date inside a closed year. Use a date in an open year, or have the manager reopen the year.

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