Duplicating Journals

You can duplicate a single journal or multiple journals, regardless of whether the accounting periods are open or closed.

Note: Journals with status "In Progress", or "Completed", can be duplicated.

Duplicating a Single Journal

You can create a journal by duplicating an existing journal. This will create a new “In Progress” journal with the same information but with a new journal number.

When you duplicate a single journal, you can select any specific subsequent open period where the document will be duplicated. The new journal is created for the same company and the document date of the duplicated journal will be the first day of the open period selected.

When you duplicate multiple journals from a closed period, the new journals are created for the same company into the next open period. The document date of the duplicated journals will be the first day of the next open period.

This table shows examples to illustrate how the duplication date process works duplicating multiple journals:

Journal Date and Journal Duplicated Examples with Period Starting the Day 1 of the Month
Journal Date	Closed Period	Duplicated Journal Date
April 4 2025	04	May 1 2025
April 23 2025	04	May 1 2025
April 4 2025	04 and 05	June 1 2025

Note: You can only duplicate manually created journals.

To duplicate a journal:

Navigate to the detail page for the journal you want to duplicate.
In the Journal Lightning page, Click Duplicate. The existing journal is duplicated and an "In Progress" journal is created only with these duplicated fields:
- Journal Date
- Period
- Accounting Book
- Journal Currency
- Reference
- Journal Description
- Type (Journal Type)
- Company
- Custom fields
- Line Items (Including custom fields)

The source journal information will be displayed in the journal description field of the duplicated journal by default.

Duplicating Journals through Mass Action

You can perform the duplicate mass action from the journal list view. There are default settings configured for mass actions. However, you can customize it by changing the default values. For more information, see Mass Actions Settings in Accounting Settings.

Note:

You can only duplicate PSA Miscellaneous Adjustment Journal, Reconciliation Journals, and Manual Journal.
Duplicating multiple journals from a closed period is based on the same core logic as duplicating a single journal. However, this action is performed as a batch process, exclusively from the List View.

To duplicate journals from a list view:

Navigate to the Journals list view page.
Select more than one journal to create duplicate journals. If you are duplicating a single journal from the Journal Lightning page, see Duplicating a Single Journal.
Click Duplicate. The process happens in the background and once the journals are duplicated, an email is sent to the user that the journals are created. The Email notification will have the ID of all the duplicated journals created. If any journal does not meet the criteria, then it is not included in the list and is not duplicated. The logs in the email will list the reason why the journals were not included.

The duplicated journals are created only with these duplicated fields and with status "In Progress":