Creating an accounting session


You can create an accounting session to add an extra level of categorisation to a journal entry. For example, you can add a session to identify that an entry is part of the year-end closing process or to identify that it is created by a specific user.

To create a session:

  1. Enter the Sessions list.

    Settings > Accounting – Sessions

  2. Add a session (Create).
  3. Add the Session name.
  4. Save the session (Create).
    Once the session is created, the Session stamp will automatically be populated using the session name, date and time.

Once saved, the session is ready to be used while recording journal entries.


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