Journal accounts

A journal account records details of financial transactions between debit and credit accounts, these details are used when reconciling accounts and transferring information to other official accounting records.

Use journal accounts to record and recognize accounting transactions and movement between accounts, and to record journal entries, such as: income, expenses, liability, assets and so on.

For more information on journals, and how to set up journals in Rebilly, see Manage journal entry.

Create a journal account

Use this process to create an entity in Rebilly that represents one of your accounts. You can create journal accounts for debit and credit accounts.

  1. In the left navigation bar, click settings icon Settings , then click Journal accounts .
  2. In the top right of the screen, click Add journal account Arrow right icon .
  3. In the Name field, enter the journal account name.
  4. Optionally, in the Description field, enter a description for the journal account.
  5. To submit the journal account, click Save journal account .

Edit a journal account

  1. In the left navigation bar, click settings icon Settings , then click Journal accounts .
  2. In the Name column, click an account.
  3. Update the details, then click Save journal account .