PharmacyCopilot Docs

New Journal Entry

Record a manual double-entry journal, with debits and credits that must balance.

Fields

  • Date
  • Description (required)
  • Reference
  • Lines (at least 2 required) — each with an account, description, and either a debit or credit amount
  • Status — draft or posted (defaults to posted)

Total debits must equal total credits — an unbalanced entry is rejected before it's saved. This is real double-entry bookkeeping, not a soft warning.

A draft journal can be edited before posting — see Posting a Journal Entry. A journal saved as posted directly takes effect immediately.

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