Edit journal entries
You may need to change a journal entry if, for example, you entered an incorrect amount or date.
You should note the following when changing journal entries.
- If you change or delete a transaction, OnBalance will update or remove the journal entry as well.
- You can change only manually entered journal entries. You cannot change or delete automatic journal entries.
- In order to save a journal entry, all entries must balance to $0.00.
- Click Accounting in the navigation panel.
- In the Journal Entries screen, select the accounting period, and then click the entry you want to change.
- Change the information as needed.
- Click Save.
The availability of some or all of these features depends on your OnBalance contract and/or configuration.