How to Create Journal Entry Templates in Blue Onion

Journal Entry Templates in Blue Onion allow users to save a predefined journal entry structure so it can be reused consistently. Instead of rebuilding the same journal entry setup every time, templates store:

Templates help:

To get started, navigate to the Journal Entries section in Blue Onion. From there, you'll see two views:

Before creating a template, start by designing your journal entry view in the Interactive Explorer. Here, you can apply filters, select a date range, choose your groupings, confirm the data structure, and make sure everything looks exactly how you want it.

Think of this as your preview step — get the layout right here first and use it as a testing group to understand the different groupings. This is available for all Journal Entry Type.

Once you're happy with your journal entry layout, navigate to the Templates page (the second tab under the Explorer View). Click Create Template to begin.

Give your template a clear, descriptive name based on the journal entry type and how you want to identify it. For example: "Orders - Shopify". How you name and organize templates is up to you. Some customers group all orders into a single template, while others break them out by specific filters such as order system, order tags, channels, or locations.

In the Journal Entry Type dropdown, you'll see a list of all available journal entry types. Select the one that applies to this template.

If you report everything in a single currency but sell in multiple currencies, toggle on Use Financial Statement Currency to consolidate your data into one currency.

If you leave this option off, the journal entry will break out each currency you sell in separately.

For order-based templates, you'll see four grouping options:

Under the Filters section, you can define exactly what data this template should include. Available filters for orders include:

Each filter supports both "is" and "is not" logic, allowing you to include or exclude specific values. For example, you could filter to show only Shopify orders or filter to show everything except a specific location.

The most commonly used filters are Order System and Order System Account.

After creating your template, you'll land on a page with the option to Generate Mappables Now. This will populate all of the line items within that journal entry template so you can map each one to your chart of accounts.

How your chart of accounts is loaded depends on your customer type:

Once all line items are mapped, click Save Mappings.

After saving, your templates will appear under the Template View. To see your templates in detail:

2. Toggle to Export View for the best overview of your templates.

3. Select a Date Range based on the period you're closing.

4.Use the As Of Date feature to view data as it existed at a specific point in time.

From this view, you can see all line items, their mapped GL accounts, and quickly identify any line items that still need mapping or were added after the template was saved.

From the Templates page, you have several options to manage your saved templates:

Click the Edit icon next to any template to view or modify the filters and structure. (Available for Core customers.)

Click the Mappings icon to review or update the GL account mappings for that template.

If you need to restructure or pause a template, click the Disable button. This temporarily turns off the template without deleting it. You can re-enable it at any time by toggling it back on.

Journal entry templates in Blue Onion are designed to:

Have questions? Reach out to our Customer Support team for assistance.