Modify a journal entry

You can modify a journal entry as long as it hasn't been posted yet. If you need to modify a journal entry after it has been posted, see Reverse a Journal Entry.

  1. Open the Create Journal Entry screen.
  2. Note the active company. If you want to change it, select in the header and choose one.
  3. In the Journal Type field, enter the code of the journal type for the journal entry you want to modify or select the journal type from a lookup list.
  4. Complete the fields as described on the Create Journal Entry Screen Field Reference.
  5. Select Save Journal.
    Note: If the save takes more than a few moments, the application may perform it as a background task. In this case, the background task icon appears at the upper right of the screen (next to the Help menu). Select this icon to view the current background tasks. You can continue working during this time, but you cannot log out until all background tasks are complete.