Journal entry header information can be modified using the In-line method or the Edit Journal Entry window.
In-line method
To modify a line item:
- Select a line item and modify any part of the header that is not fixed, such as, Entity.
- 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.
Journal Entry Form method
To modify the header of a journal entry using the Edit Journal Entry window:
- Select an unposted journal entry, right-click, and select Edit.
The Edit Journal Entry window appears with your specific dimensions. - Modify any member containing the Edit icon on the right, which opens the Edit Journal Entry window.
- Double-click the desired member.
- Modify the JE Tag and Description.
- Select OK, once all changes are made.
- 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.