How Do You Make Journal Entries in Zola Suite?
Journal entries are an essential part of accounting and bookkeeping.
Follow the instructions below to manually add journal entries into the General Ledger
- Hover over the Accounting menu icon and select Banks and Registers
- Click the + on the top right of the Register header and select + New Journal Entry
- Here is where you can add new journal entries with your pre-selected date (remember that all debits and credits must equal out)
Journal Entries are made to both cash and accrual books. However, there are some accounts that are not shown on cash basis, such as, "Accounts Receivable" and "Fee Discounts". In such cases, one side of the journal entry may show up on cash reports while the other side will not. When making journal entries with these non-cash basis account please be wary of the possibility that of these transactions could throw off your books.
Can I Edit or Delete Invoiced Time Entries?
Zola Suite allows you to generate invoices from existing Time Entries and Expenses, which are considered "Unbilled Activity." Once the bill is created from that activity, the status will be marked as "Invoiced," and you will no longer see the edit or ...
How Do I Print All Time Entries for a Matter?
You are able to print out all Time Entries for a Matter and use the advanced search to narrow down your results. Zola Suite offers two ways of printing. You can do this using the Export function which downloads the data into CSV format and Print to ...
What is a "journal entry"?
Journal entries can be used to reconcile your accounts or add manual entries. For instance, an expense like a checking account monthly fee could be added as a journal entry to ensure that your Zola Suite checking account balance matches the balance ...
How Do You Filter Time Entries by User?
If you are looking to see all Time Entries entered by a specific user you can do so by using the Advanced Search in the Time section. You can also utilize the other filters to make your search even more granular. To use the Advanced Search: Go to the ...
Can I Turn Off Automatic Time Entries For Emails?
By default, Zola Suite starts a timer automatically when you draft an email associated with a matter and then generates a Time Entry for each message. However, you also have the ability to review and edit the Time Entry prior to saving it or turn the ...
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