Back

Creating a Layout for Journal Entries

Steps to create a Layout for Journal Entries

Daftra program allows adding or modifying journal entry templates, and you can change the nature of the data that appears in the template whether it’s related to the company  or to the client/supplier, etc. This includes the possibility of adding the company’s logo among other things.

  1. Click on “Templates” from the main menu.
  2. Click on “Printable Templates”.
  3. Click on the “Journals” card.
  4. Click on the “Add Template” button.
  5. Enter the new template’s name in the “Template Name” field.
  6. Add the required data in the template content section and you can format the data in the following way:

Firstly: Formats

Note: You must set the formats first before adding data variables so they are affected by the added formats.

  • Times New Roman: Through this field, you can determine the font type you want to use in displaying the template data.
  • B: This button allows you to display words in a bold font heavier than the regular font size.
  • I: This button allows you to display letters in italic.
  • 12PT: Through this field, you can determine the font size you want to use in displaying the template data.
  • Text Align: Through the three options available, you can determine the direction of the data whether it’s to the far right, far left, or in the center of the page.

  • 🖾: Through this field, you can add an image to the design data.

  • <>: Through this field, you can add custom code to the design data.

  • 𝄝 : Through this field, you can add a custom table to the design data, which allows you to determine the number of columns and rows you want to add.

  • More Settings: When you click on this field, a new option “Margins” appears, which allows you to set and add margins to the design.

Secondly: Specify the design size through the “A4” field

Thirdly: Through the “Select Placeholder” field, you can add the variables required to be displayed on the client’s badge such as “Total debit” and “Total credit”.

You can make copies of any of the default designs and then modify them if you only want to make some changes instead of designing a new template.