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Trial balance

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
.
  1. In Engagement Manager, open the engagement in which you want to edit a journal entry.
  2. Select the
    Journal entries
     tab.
  3. Select the journal entry that you want to edit.
  4. Make your changes to the journal entry fields.
    • Select
      Select Account
       to open the
      Select Account
       screen, where you can search for accounts by the account number or description and select one or multiple accounts, then select
      Add to journal entry
       to add it to the grid.
    • Optional: Select
      Add new account
       if you want to add new accounts while you're on this screen.
    • Optional: Select
      Columns
       to customize the columns you want to display on this screen.
  5. To change the Account or Description in a row, go to the Account cell and enter the new account.
  6. To change the Credit and Debit amounts, select the cell, then enter the new amount.
  7. To add or delete a row in the journal entry grid, select the
    Add Row
     link or select the
    Actions
     dropdown menu, then
    Delete
    .
  8. You can select the
    Trial balance
     link to open the trial balance in another window.
  9. Engagement Manager saves the journal entry automatically, but you can select the
    Done
     button to go back to the list of journal entries.

This article applies to:

  • Product: Engagement Manager
  • Subject: Journal entries

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