Editing a Journal Entry

Follow

If you make a mistake, you can go back and make a change to a journal entry.

  1. From the home page, find the journal entry you need to edit. Click the journal entry to open the transaction window.
  2. Edit the debit and credit amounts.
  3. Enter the Amendment Memo.
  4. Click the “Save” button.
  5. A message will appear to notify you that your edit is complete.

Note: Once a journal entry has been edited, a small triangle denoting the change will appear next to the amount on the home page. Clicking that triangle will show the change that was made to the transaction.

Note: You cannot edit a journal entry that has been cleared by the reconciliation or that is in a previous fiscal year that has been locked. In these cases, you can add another journal entry to make the correction.

table