Deline

Post a manual journal entry

Most entries post by themselves from invoices, bills and bank lines. For anything else, such as a loan from the owner or an adjustment your accountant asks for, post a journal: a title, a date, a reason and at least two lines whose debits equal the credits.

  • L1 · Everyday
  • WhereSpain, Cyprus
  • WhoOwner, Accountant
  • PlanBasic and up
  • Timeabout 2 min

Before you start

  • Your books are set up.
  • You know which accounts to debit and credit. Not sure? Ask your accountant, or ask the AI assistant to draft the journal for you to check.

Steps

  1. Open Journals from Daily work and press New journal draft.

    Step 1: Open Journals from Daily work and press New journal draft.
    Step 1 in Deline (Spain business, fictional data) · See the whole screen

  2. Enter a title, the date and why you are recording it.

    The reason (Memo) is required; it stays with the journal for anyone who checks your books later.

    Step 2: Enter a title, the date and why you are recording it.
    Step 2 in Deline (Spain business, fictional data) · See the whole screen

  3. Add the lines: an account and a debit or a credit on each.

    Double-click a cell to choose the account or type the amount. Use Add journal line for more lines. Difference must show €0.00 Balanced.

    Step 3: Add the lines: an account and a debit or a credit on each.
    Step 3 in Deline (Spain business, fictional data) · See the whole screen

  4. Press Check and post, then Post to your books.

    The books check the journal once more. The window shows the totals; press Post to your books. The journal now says Posted.

    Step 4: Press Check and post, then Post to your books.
    Step 4 in Deline (Spain business, fictional data) · See the whole screen

If something goes wrong

  • "… is not open yet": the date falls in a month without an accounting period. Press Create period for … or change the date.
  • The period is locked: someone closed that month. Use a date in an open month, or ask the owner to reopen it (see Lock a month).
  • You posted it by mistake: a posted journal is not deleted. Open it and use Reverse this journal with a reason.

Last checked 2026-11-07 by the guide runner on build c5fbd2fa6 (Deline 12a482996) (local Deline stack).