What this does
A manual journal entry lets you post debits and credits directly to your chart of accounts. Every entry must balance — total debits must equal total credits — before it can be saved. Relentify validates this automatically as you type.
When to use it
Use journals for adjustments that don't fit the normal invoice, bill, or expense flows — for example, depreciation, accruals, prepayments, or correcting a mis-posted entry. Admin and Accountant roles can create journals; Staff cannot.
Step by step
- Go to Reports in the top navigation and select Journals
- Click New Journal
- Set the Journal Date — this must fall within an open (unlocked) period
- Add a Reference or description to explain the purpose of the entry
- Add the first line: select an account from the Account picker, then enter either a Debit or Credit amount
- Add the second line (and any further lines): select accounts and enter the offsetting amounts
- Watch the Balance indicator — it must reach £0.00 before you can save
- Optionally, tick Accrual if this entry should auto-reverse at the start of the next period
- Click Post to save the journal as a permanent entry, or Save as Draft to review it first
- To reverse a posted journal, open it and click Reverse — Relentify creates an equal and opposite entry
Good to know: Four journal templates are available (Depreciation, Accrual, Prepayment, Correction) to speed up common entries. Select a template from the dropdown on the new journal page.