Duplicating Journals

You can create journals by duplicating existing records. This creates new journals with a status of “In Progress” with the same information, but with a new journal number. You can duplicate a journal regardless of whether the Accounting periods are open or closed.

When duplicating one or more documents, you can select any future open period for the new documents to be duplicated. The new documents are created for the same company, with the document date automatically set to the first day of your selected period.

Notes:

Journals with status "In Progress" or "Completed" can be duplicated.
You can only duplicate manually created journals.

Duplicating a Single Journal

When you duplicate a single journal, you can select any future 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.

To duplicate a journal:

Navigate to the detail page for the journal you want to duplicate.
In the Journal Lightning page, click Duplicate. The Duplicate Journal window opens.
Select the period to which you want to duplicate the document and click Duplicate. If the current period is open, it is selected by default; otherwise, the next available open period is selected. The existing journal is duplicated and an "In Progress" journal is created only with these duplicated fields:
- Accounting Book
- Company
- Custom fields
- Journal Currency
- Journal Date
- Journal Description
- Line Items (Including custom fields)
- Period
- Reference
- Type (Journal Type)

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 from the same company to create duplicate journals. If you are duplicating a single journal from the Journal Lightning page, see Duplicating a Single Journal.
Click Duplicate.
Select the period to which you want to duplicate the documents and click Next. If the current period is open, it is selected by default; otherwise, the next available open period is selected.
Review the selected documents and 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":