Change journal entry ID numbers

OnBalance automatically assigns a number to all journal entries. You can change these numbers so that you can sort entries by date.

Accounting screen

  1. Click Accounting in the navigation panel.
  2. In the Journal Entries screen, select the accounting period in the Accounting Year field, and then click Modify ID Numbers.
  3. In the Modify ID Numbers panel, change the number in the First number field.
  4. Click Update.

Reports screen

You can also change the journal entry ID numbers when printing accounting reports.

  1. Click Reports in the navigation panel.
  2. Select the accounting period in the Accounting section.
  3. Click Generate for the accounting report you want to print.
  4. In the panel that opens, change the journal entry number.
  5. Click Download & Close.

The availability of some or all of these features depends on your OnBalance contract and/or configuration.