Edit a journal entry
Use the Journal entries tab to edit a journal entry.
You'll need a user account that has been granted permission to
Modify Journal Entries
. - In Engagement Manager, open the engagement in which you want to edit a journal entry.
- Select theJournal entriestab.
- Select the journal entry that you want to edit.
- Make your changes to the journal entry fields.
- Select
Select Accountto open theSelect Accountscreen, where you can search for accounts by the account number or description and select one or multiple accounts, then selectAdd to journal entryto add it to the grid. - Optional: SelectAdd new accountif you want to add new accounts while you're on this screen.
- Optional: SelectColumnsto customize the columns you want to display on this screen.
- To change the Account or Description in a row, go to the Account cell and enter the new account.
- To change the Credit and Debit amounts, select the cell, then enter the new amount.
- To add or delete a row in the journal entry grid, select theAdd Rowlink or select theActionsdropdown menu, thenDelete.
- You can select theTrial balancelink to open the trial balance in another window.
- Engagement Manager saves the journal entry automatically, but you can select theDonebutton to go back to the list of journal entries.
Related Content
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Add a journal entry
Format:
Article
