> For the complete documentation index, see [llms.txt](https://docs.rillet.com/EjmEP4KZ9BVp9j2ho4Mh/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rillet.com/EjmEP4KZ9BVp9j2ho4Mh/general-accounting/journal-entries/create-a-journal-entry.md).

# Create a Journal Entry

Creating a journal entry in the Account Register lets you manually record financial transactions that the system does not capture automatically. You can use this tool to adjust balances or record specific financial events. Proper use of journal entries ensures your accounts stay accurate and up to date.

### Open a New Journal Entry

Follow these steps to open a new journal entry:

1. Go to **Close Management** in the left-hand menu.
2. Select **Account Register** from the **Close Management** dropdown.
3. Click **+ Add Journal Entry** in the top-right corner.

   <figure><img src="https://612265232-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNpXFVFZpTQck3vIrjmHB%2Fuploads%2FQ8Ayfvv1BGRcD3GnU9bV%2Fimage.png?alt=media&#x26;token=ed114cb2-3488-4c66-9ca4-133a2c4987e7" alt=""><figcaption></figcaption></figure>
4. Fill in the required header level fields:
   * **Name:** Enter a descriptive name for the entry (e.g., "Year-End Adjustment").
   * **Date:** Enter the date of your entry (e.g., 12/23/2024).
   * **Reversal Date (Optional):** Enter a reversal date if applicable (e.g., MM/DD/YYYY).
   * **Attachment URL (Optional):** Paste any relevant links or documents.
   * **Customer/Vendor (Optional):** Select the customer or vendor from the dropdown list, if applicable.
5. Enter transaction line details:

   * **Account:** Select the relevant account for the transaction line from the dropdown menu.
   * **Debit/Credit:** Enter a debit or credit value in the corresponding field (e.g., $5,000.00).
   * **(Optional) Description:** Provide a brief explanation of the transaction line (e.g., "Adjusting Q4 Revenue").
   * **Department:** Select the department related to the transaction from the dropdown.

   <figure><img src="https://612265232-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNpXFVFZpTQck3vIrjmHB%2Fuploads%2F4tB4jAX4MOVoU0jauTLx%2Fimage.png?alt=media&#x26;token=ddabdee6-ccba-4b61-b774-8e41cd1844c8" alt=""><figcaption></figcaption></figure>
6. **(Optional):** Click **Add New Line** to enter more accounts, repeating the previous steps (Account, Debit, Credit, Description, Department).
7. **(Optional):** Click the **Attach Files** button in the screen's upper right corner to attach files to your journal entry, then select the files you wish to upload from your device.
8. Click **Create Entry** to complete and save the journal entry.

   <figure><img src="https://612265232-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FNpXFVFZpTQck3vIrjmHB%2Fuploads%2F87GdJLolCV0gbDzeiXpk%2Fimage.png?alt=media&#x26;token=e583c48a-becf-4ba6-b692-84385bbec9b3" alt=""><figcaption></figcaption></figure>

{% hint style="info" %} <mark style="color:$info;">**Note:**</mark>

A **Reversal Date** in step 4 automatically creates the reversal in the next period. Make sure **Debit** and **Credit** are equal in step 5, and review all entered details before clicking **Create Entry**.
{% endhint %}

After creating the journal entry, you will see a message “**Journal Entry created successfully**,” confirming that the entry has been saved correctly.

### Frequently Asked Questions (FAQ)

<details>

<summary>Can a journal entry be set up to repeat automatically on a schedule?</summary>

No. Rillet doesn't support recurring or scheduled journal entries. Each JE is created individually or through a bulk upload.

</details>

<details>

<summary>Can I leave a comment or note on a journal entry?</summary>

Every journal entry has its own Comments section, where you can add notes or @mention a teammate, plus an Activity log that tracks key events like when the entry was created.

</details>

<details>

<summary>Does anyone get notified when I @mention them in a comment?</summary>

Yes. When you @mention a teammate in a comment, Rillet emails them a notification that shows a preview of your comment and links back to the journal entry. A few things to keep in mind:

* Email is the only notification channel. There is no in-app notification, and there is no setting to turn mention emails off.
* You can mention up to 10 different people in a single comment, and each one receives one email per comment.
* Mentioning yourself doesn't send you an email.
* Teammates who don't have permission to view the journal entry aren't notified. The comment box warns you before you post if someone you mentioned can't see the record.
* Deactivated users can't be mentioned.
* Emails are sent when a comment is created, so editing a comment later doesn't send another one.

</details>

### See Also

To learn more about journal entries in **Rillet**, review these articles:

* [**Upload Journal Entries**](/EjmEP4KZ9BVp9j2ho4Mh/general-accounting/journal-entries/upload-journal-entries.md)
* [**Create a Reversal Journal Entry**](/EjmEP4KZ9BVp9j2ho4Mh/general-accounting/journal-entries/create-a-reversal-journal-entry.md)
* [**Journal Entry Approvals**](/EjmEP4KZ9BVp9j2ho4Mh/general-accounting/journal-entries/journal-entry-approvals.md)
* [**Close the Books**](/EjmEP4KZ9BVp9j2ho4Mh/general-accounting/close-the-books.md)


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