Creating JEs in PAS is permission based
To create JEs, your account must have one of the following roles enabled:
Role: Company Admin, Accountant
Custom role with: Journal entries - Full access, Create and manage
To create a journal entry (JE):
In the left-side navigation, click the dropdown menu
In the dropdown menu, select the name of the project that you want to create a JE for
In the left-side navigation Accounting menu, click Journal entries
On the Journal entries dashboard, click the + Create journal entry button
On the JE transaction # page, enter the entry details. Once the required fields are complete, you’ll be able to update the transaction details.
Click the Attach files button to upload documentation from your computer
When you’re finished, click the Save button
Select a project, click Journal entries, and then click + Create journal entry
Enter the JE entry details
Enter the transaction details, then click the Save button