Journal entry header information can be modified using the In-line method or the Edit Journal Entry window. 

To modify a line item:

  1. Select a line item and modify any part of the header that is not fixed, such as, Entity.
  2. Enter the new item and press Enter. If you enter the incorrect member name, a red box surrounds the member.
    You can use the tab key to navigate between columns of a row.

To search a member:

Select Search next to the member you want to modify. The Member Selection window appears. You can search by typing a member's name or expanding the dimension's hierarchy to select a specific member. You can double-click the member or select it and select OK

To modify the header of a journal entry using the Edit Journal Entry window:

  1. Select an unposted journal entry, right-click, and select Edit
    The Edit Journal Entry window appears with your specific dimensions.
  2. Modify any member containing the Edit icon on the right, which opens the Edit Journal Entry window.
  3. Double-click the desired member.
  4. Modify the JE Tag and Description.
  5. Select OK, once all changes are made.
  6. Select Save on the Header toolbar to confirm your changes.

NOTE: The Save is a bulk save. Saving the journal entries or rows doesn't write the data into your tenant. To submit the journal entry to the tenant, select Post from the Header toolbar.