How to pull a JOURNAL ENTRY from Mambu.

Created by Emmaculate Njeri, Modified on Tue, 4 Mar at 3:13 PM by Emmaculate Njeri

To generate a Journal Entry, please follow these steps:

1️⃣ Log in to your Mambu instance.
2️⃣ Navigate to ACCOUNTING and click JOURNAL ENTRIES.
3️⃣ Click EDIT COLUMNS and select ADD COLUMNS to choose the necessary fields.
4️⃣ Click APPLY CHANGES to save your selections.
5️⃣ Click FILTER and select CUSTOM FILTER.
6️⃣ Filter by VALUE DATE as needed.
7️⃣ Click DOWNLOAD AS EXCEL to save the file.