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Adding Manual Transactions / Journal Entries

Entering transactions made outside of the system into Property Matrix

Written by Jimmy Chowdhury

Create a Journal Entry

  1. Click Accounting in the left navigation menu.

  2. Click Accounts.

  3. Click New Journal Entry.

  4. Complete the journal entry form.

  5. Click Save to record the journal entry.

Complete the Journal Entry Form

Each journal entry includes the following fields:

  • Description: Enter detailed notes or context about the journal entry.

  • Company: Select the company where the funds should be recorded.

  • Accounts: Choose the appropriate accounts for the debit and credit.

  • Amounts: Enter the amount to debit and the amount to credit.

Each journal entry must include both a debit and a credit. The debit and credit amounts must be equal to keep the entry balanced. Property Matrix will show an error if the debit and credit amounts do not match.

Finalize the Entry

After entering all relevant information, click Save to record the journal entry.

If you need to enter another journal entry right away, click Save and New to save the current entry and immediately open a new one.

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