{"id":15979,"date":"2024-04-01T09:07:49","date_gmt":"2024-04-01T09:07:49","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a7%d9%84%d9%82%d9%8a%d9%88%d8%af-%d8%a7%d9%84%d9%85%d8%b3%d9%88%d8%af%d8%a9-%d9%88%d8%ae%d8%b5%d8%a7%d8%a6%d8%b5%d9%87%d8%a7\/"},"modified":"2025-05-07T11:03:15","modified_gmt":"2025-05-07T11:03:15","slug":"draft-journals-and-their-properties","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/draft-journals-and-their-properties\/","title":{"rendered":"Draft Journals and their Properties"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text css=”.vc_custom_1713342717364{margin-left: 200px !important;}”]<\/p>\n

\n
\n

You might need to delay the confirmation of the journal entry you created manually, or it might need to be approved after a certain time or upon completion of certain actions, or you might not want to record it finally and show it in the financial statements and reports until after ensuring the associated process is completed. This is what you can use draft-type journal entries for.<\/p>\n<\/div>\n<\/div>\n

[\/vc_column_text][vc_message message_box_style=”3d” message_box_color=”vista_blue” icon_fontawesome=”fas fa-bell”]The draft-journal feature is available for manual journal entries only and it’s unavailable for auto-journals.[\/vc_message][vc_custom_heading text=”How to add a Draft Journal” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1713342808253{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text css=”.vc_custom_1746613522287{margin-left: 200px !important;}”]<\/p>\n

\n
\n

Go to \u201cJournal Entries\u201d<\/strong> under \u201cAccounting\u201d<\/strong> to create a manual entry<\/p>\n

and enter the entry data in the usual manner.<\/p>\n

Then click on the button \u201cSave as Draft\u201d<\/strong> instead of saving it finally.<\/p>\n<\/div>\n<\/div>\n

\n
\"\"<\/div>\n<\/div>\n
\n

You can refer to these articles to learn more about entry data and how to create a manual entry<\/a><\/p>\n<\/div>\n

[\/vc_column_text][vc_custom_heading text=”Properties of Draft Journals” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1713343258149{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=”.vc_custom_1746615759350{margin-left: 200px !important;}”]<\/p>\n

\n
\n
\n
\n
\n
\n
\n
\n
\n

When you look at the list of entries or one of the draft entries, you notice that they are distinguished from the issued entries:<\/p>\n

    \n
  • Its sequence number is different from that of issued entries and appears with the word draft, and it is considered as a preliminary document not a complete invoice.<\/li>\n<\/ul>\n

    \"\"<\/p>\n

      \n
    • It does not affect the accounts and takes the status Not Submitted.<\/li>\n
    • It is easy to convert a draft to a confirmed entry by opening the entry and pressing the “Issue” button.<\/li>\n<\/ul>\n

      \"\"<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/section>\n<\/article>\n<\/div>\n

      After issuing the draft entry, you can revert it again by clicking the button “Mark as Draft”<\/strong>. You can also convert any manual entry to a draft, but you cannot convert an entry that was automatically created to a draft.,<\/div>\n
      <\/div>\n
      \"\"<\/div>\n

      [\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][\/vc_column][\/vc_row][vc_row][vc_column][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2109,2108,2116],"tags":[],"class_list":["post-15979","user_manual","type-user_manual","status-publish","hentry","category-general-accounting","category-accounting","category-journal-entries"],"yoast_head":"\nDraft Journals and their Properties - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/draft-journals-and-their-properties\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Draft Journals and their Properties - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=”.vc_custom_1713342717364{margin-left: 200px !important;}”] You might need to delay the confirmation of the journal entry you created manually, or it might need to be approved after a certain time or upon completion of certain actions, or you might not want to record it finally and show it in the financial statements and reports until after […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/docs.daftra.com\/en\/user_manual\/draft-journals-and-their-properties\/\" \/>\n<meta property=\"og:site_name\" content=\"Daftra Knowledge Base\" \/>\n<meta property=\"article:modified_time\" content=\"2025-05-07T11:03:15+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/wraef.png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebSite\",\"@id\":\"https:\/\/docs.daftra.com\/#website\",\"url\":\"https:\/\/docs.daftra.com\/\",\"name\":\"Daftra Knowledge Base\",\"description\":\"Daftra\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/docs.daftra.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"ImageObject\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/draft-journals-and-their-properties\/#primaryimage\",\"inLanguage\":\"en-US\",\"url\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/wraef.png\",\"contentUrl\":\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/wraef.png\",\"width\":1407,\"height\":640},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/draft-journals-and-their-properties\/#webpage\",\"url\":\"https:\/\/docs.daftra.com\/en\/user_manual\/draft-journals-and-their-properties\/\",\"name\":\"Draft Journals and their Properties - Daftra Knowledge Base\",\"isPartOf\":{\"@id\":\"https:\/\/docs.daftra.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/draft-journals-and-their-properties\/#primaryimage\"},\"datePublished\":\"2024-04-01T09:07:49+00:00\",\"dateModified\":\"2025-05-07T11:03:15+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/draft-journals-and-their-properties\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/docs.daftra.com\/en\/user_manual\/draft-journals-and-their-properties\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/docs.daftra.com\/en\/user_manual\/draft-journals-and-their-properties\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/docs.daftra.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Draft Journals and their Properties\"}]}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Draft Journals and their Properties - Daftra Knowledge Base","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/docs.daftra.com\/en\/user_manual\/draft-journals-and-their-properties\/","og_locale":"en_US","og_type":"article","og_title":"Draft Journals and their Properties - Daftra Knowledge Base","og_description":"[vc_row][vc_column][vc_column_text css=”.vc_custom_1713342717364{margin-left: 200px !important;}”] You might need to delay the confirmation of the journal entry you created manually, or it might need to be approved after a certain time or upon completion of certain actions, or you might not want to record it finally and show it in the financial statements and reports until after […]","og_url":"https:\/\/docs.daftra.com\/en\/user_manual\/draft-journals-and-their-properties\/","og_site_name":"Daftra Knowledge Base","article_modified_time":"2025-05-07T11:03:15+00:00","og_image":[{"url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/wraef.png"}],"twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebSite","@id":"https:\/\/docs.daftra.com\/#website","url":"https:\/\/docs.daftra.com\/","name":"Daftra Knowledge Base","description":"Daftra","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/docs.daftra.com\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"ImageObject","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/draft-journals-and-their-properties\/#primaryimage","inLanguage":"en-US","url":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/wraef.png","contentUrl":"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/04\/wraef.png","width":1407,"height":640},{"@type":"WebPage","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/draft-journals-and-their-properties\/#webpage","url":"https:\/\/docs.daftra.com\/en\/user_manual\/draft-journals-and-their-properties\/","name":"Draft Journals and their Properties - Daftra Knowledge Base","isPartOf":{"@id":"https:\/\/docs.daftra.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/docs.daftra.com\/en\/user_manual\/draft-journals-and-their-properties\/#primaryimage"},"datePublished":"2024-04-01T09:07:49+00:00","dateModified":"2025-05-07T11:03:15+00:00","breadcrumb":{"@id":"https:\/\/docs.daftra.com\/en\/user_manual\/draft-journals-and-their-properties\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/docs.daftra.com\/en\/user_manual\/draft-journals-and-their-properties\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/docs.daftra.com\/en\/user_manual\/draft-journals-and-their-properties\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/docs.daftra.com\/en\/"},{"@type":"ListItem","position":2,"name":"Draft Journals and their Properties"}]}]}},"_links":{"self":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/15979","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual"}],"about":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/types\/user_manual"}],"author":[{"embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/users\/13"}],"version-history":[{"count":8,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/15979\/revisions"}],"predecessor-version":[{"id":34125,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/user_manual\/15979\/revisions\/34125"}],"wp:attachment":[{"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/media?parent=15979"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/categories?post=15979"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/docs.daftra.com\/en\/wp-json\/wp\/v2\/tags?post=15979"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}