---
title: "Create a Journal Entry"
slug: "new-journal-entry"
description: "Manually create a journal entry in R365: enter header fields, add GL account detail lines with debits/credits, then save or approve the entry."
updated: 2025-08-26T13:43:02Z
published: 2025-08-28T11:30:07Z
canonical: "docs.restaurant365.com/new-journal-entry"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Journal Entry

Journal entries can be created manually or [imported](/doc/docs/importing-journal-entries).

If created, [memorized templates](/doc/docs/creating-a-memorized-journal-entry), [GL allocation templates](/doc/docs/gl-allocation-templates-overview-security), and [preset allocations](/doc/docs/preset-allocations-overview-security) can be applied to journal entries.

> [!NOTE]
> If a journal entry includes a reversal, the [reversing entry](/doc/docs/reversal-journal-entry) is posted upon approval.

> This article references the [new journal entry experience](/doc/docs/journal-entry-update-2025), which will be enabled for all customers in 2026.
> 
> At that time, the classic journal entry experience will no longer be supported.
> 
> See [Classic journal entry documentation](/doc/docs/classic-journal-entries).

---

## Security

The following permission is required to create a journal entry:

- General Ledger → Journal Entries → Create Journal Entries

---

## Create a Journal Entry

To create a journal entry, follow these steps:

****1)** Click **create** in the top ribbon and select **journal entry**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-3Z6VOW8T.png)

****2)** Enter the required fields in the General Information tab.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-DJMDICL2.png)

Required fields are indicated with an asterisk * and include:

- **Date:** The date the journal entry will post to the general ledger.
  - Defaults to the current date.
- **Location:** The primary location for the journal entry.
- **Number:** The auto-generated number used to identify the transaction.
  - This number auto increments based on the [auto-numbering](/doc/docs/autonumbering) and is editable.
- **Type:** The [type of journal entry](/doc/docs/journal-entry-type). Options include:
  - **Standard**: The default journal entry type used for daily transactions.
  - **Amortization**: Used to expense an intangible item over a service period.
  - **Adjustment:** Used to correct a standard journal entry made in a current or prior period.

****3)** Enter additional fields on the general tab of [journal entry](/doc/docs/journal-entry-record) as desired. (*Optional*)**

Learn more about the [journal entry record fields](/doc/docs/journal-entry-record).

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4N30CRCN.png)

****4)** In the details section, click **add** to add a detail line row.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-62RLUYPT.png)

****5)** In the line detail, use the dropdown to **select the GL** (general ledger) account for the row.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-09GP3APP.png)

****6)** Enter the **debit** or **credit** amount for the row.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TPL2OR4R.png)

****7)** Enter a **comment** for the row. (*Optional)***

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OUYZTBNF.png)

****8)** Use the dropdown to **select one or more locations** for the row.**

If multiple locations are selected, the debit or credit amount is distributed evenly, and additional rows are added for each location.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TE424M9Z.png)

****9) Repeat steps 4-8** to add all desired detail lines of the journal entry.**

If the journal entry is out of balance, additional detail lines will be added automatically for the unassigned amount. The unassigned amount will also appear in the General Information section.

> [!TIP]
> **R365 Tip**
> 
> Press enter within the debit, credit, or comment column to move down to the next row in the same column.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-39GNSS2E.png)

****10) Save** or **approve** the journal entry.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KVTSOGQQ.png)