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I can see you're on the Journal Entries page in the General Ledger module. I've loaded your company's GL policy and month-end close procedures.
I notice entry JE-2026-0409 was rejected. Would you like me to explain the intercompany transfer policy, or help you fix and resubmit it?
GL Policy v3.2 §4.1
Close Procedures §2.7
Step-by-step: How to Create a Journal Entry
1
Click "+ New Entry"
Find the button in the filter bar above the journal table. This opens the entry form.
2
Select the posting period
Choose April 2026. Per policy, entries can only be posted to the current open period.
3
Enter debit and credit lines
Add at least 2 lines. Total debits must equal total credits. Use account codes from the Chart of Accounts.
4
Attach supporting documents
Per GL Policy §3.4, all entries over $10,000 require supporting documentation.
5
Submit for approval
Entries over $50,000 require manager approval. Under $50K posts automatically.
Training modules for General Ledger
GL Month-End Close
Completed
Score: 92% · Certified Apr 2, 2026
Intercompany Transactions
In Progress
60% complete · 4 questions remaining
Revenue Recognition (ASC 606)
Not Started
Due: Apr 30, 2026 · Required for compliance