How do I edit and post a draft journal entry?

ForLandlordsProperty managers

Who can do this

Edit: users with Create Transactions and Edit Transactions. Post: Approve & Post Transactions.

Where to find it

Accounting → Overview → the draft row.

Steps

  1. Click the draft row (or ⋮ Actions → Edit). Edit journal entry opens.
  2. Change what you need.
  3. Click Save & Post, or Save as Draft to keep it as a draft.
  4. To post without editing, use ⋮ Actions → Post on the row.

What happens next

"Journal entry saved and posted" (or "Journal entry posted"). The Draft badge disappears and the figures update.

Troubleshooting

If you can't find the draft, set the period to All time.

Did this answer your question?