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
- Click Accounting in the navigation panel.
- In the Journal Entries screen, select the accounting period in the Accounting Year field, and then click Modify ID Numbers.
- In the Modify ID Numbers panel, change the number in the First number field.
- Click Update.
Reports screen
You can also change the journal entry ID numbers when printing accounting reports.
- Click Reports in the navigation panel.
- Select the accounting period in the Accounting section.
- Click Generate for the accounting report you want to print.
- In the panel that opens, change the journal entry number.
- Click Download & Close.
The availability of some or all of these features depends on your OnBalance contract and/or configuration.