Allow copying and moving journal entries within and across accounts

We often have similar journal entries, so it would be nice to just be able to copy them and then paste them either within the same account or in a different account. Also, we sometimes want to move a journal entry from one account to another, and my understanding is there's no way to do that without creating a new journal entry and deleting the old.

  • Guest
  • Jun 13 2018
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    Kimberly Hammer commented
    December 02, 2022 21:19

    The ability to move a journal entry is now available. Please see our Journal: Move Transactions help documentation for more information.

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  • Guest commented
    August 14, 2018 16:10

    Ideas ETAP-I-43, ETAP-I-1171, ETAP-I-495, ETAP-I-69, ETAP-I-891 all suggest this same idea and have collectively nearly 200 upvotes, going back more than 3 years.  This should really be taken more seriously by eTapestry as a development priority given the significant efficiency savings to users, the multiple requests for this and the fact that it ought not to be a difficult fix.  The ability to mass transfer some journals to another account would further increase the efficiency savings possible.

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  • Tammey Zalewski commented
    June 15, 2018 16:55

    I come across this frequently! We have pledge payments being made online by assistants or partners under their names and there is no way to move that transaction to the correct account. 

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