View, Edit or Copy Manual Journals

You can view any status of the manual journals and then edit or copy them if needed. 

What You Need to Know 

• To view, edit or copy a manual journal, you must have the adviser or standard + all reports user role. 
• You can see the Draft manual journals on the Draft tab. Once you post them then they can be seen on the Posted tab. 
• You can edit a draft journal, or make a posted journal into a repeating journal. 
• By copying an existing journal, you can create a new draft manual journal, no matter what its status is. 

View a Manual Journal 

1. In the Advisor menu, select Journal. 

2. Select either All or the required status tab that contains the journal you want to View. 

3. Find and open the Manual Journal you want to see.  

Edit a Manual Journal 

When you edit a journal that’s been reversed then you need to edit it manually as the reversing journal isn’t updated automatically 

How it Works 

1. In the Advisor menu, select Journal. 

2. Select the relevant status tab. 

3. Find and open the manual journal you want to edit. 

4. Click on the Journal Options drop-down button and select Edit option. 

5. Make the required changes. 

6. Click on the either the Update or Save as Draft or Post button. 

Copy a Manual Journal 

1. In the Advisor menu, select Journal. 

2. Select the All or relevant status tab. 

3. Find and open the manual journal you want to copy. 

4. Click on the Journal Options drop-down button and select Copy option.