Memorise and recall journals
Description

If you have journals that you post regularly, the Memorise and Recall options save you time. Enter the information once and save the details to use again later. 

 NOTE: The Memorise and Recall feature is only available in the Professional variant of Sage 50 Accounts. To discuss moving to this variant, leave your details and we'll be in touch. 

Cause
Resolution

Memorise a journal

  1. Go to Nominal codes then select Journal entry.
  2. Enter the journal as required then click Memorise.
  3. Enter a Filename and Description then click Save.

 NOTE: When you memorise a journal, the software creates a file with the extension *.NJR. These files save in the Journals folder. If you use Remote Data Access, these files don't sync. You'll need to copy the files over manually, or recreate the journals on each computer that needs to access them. 


Recall a journal

▼ To include the values recall the journal:
  1. Go to Settings then select Company Preferences.
  2. Click the Parameters tab and select the Copy skeleton journal values checkbox.
  3. Click OK.

▼ If you want the journal to recall with zero values:
  1. Go to Settings then select Company Preferences.
  2. Click the Parameters tab and clear the Copy skeleton journal values checkbox.
  3. Click OK.

To recall:

  1. Go to Nominal codes then select Journal entry.
  2. Click Recall, select the required journal, then click Load.
  3. Check all details are correct then click Save.

 TIP: Some of the default skeleton journals refer to specific months in the Details column. If required, you can remove the date-specific information then memorise the journal again to replace the existing one. Alternatively, you can simply change these to the relevant dates.

 

Steps to duplicate
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