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3. Run the Edit Function (Legacy)

Once all of your debits and credits have been entered for this Journal Entry, you are ready to run the Edit Function. This function performs a series of validations, such as confirming that debits equal credits, that the transaction date is in the fiscal year being posted to, and that you're posting into the current fiscal year.

You are likely coming from the Previous Step

If not coming from the previous step, navigate to GL Master Menu > Journal Entries > Journal Entries, to arrive at the "Working with Journal Entries" screen.

Once you are on the "Working with Journal Entries" screen, right-click on the JE to run Edit function for, and then select “Edit Account”.

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Leave everything as-is, and click "OK".

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Notice that your screen refreshes, and returns you to the "Working with Journal Entries" screen.

Wait until you see a second popup that says that the "Edit_JE_number... has finished..." and click the blue "OK" button in the popup.

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Once you receive this popup, click the "Refresh" icon in the navigation bar, and check the "Edited OK" field.

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If the "Edited OK" field says "Yes", you should Post the JE.

Continue to next step - Post the JE

If the "Edited OK" field says "No", click on the Spooler icon,
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and click into the report to learn how to fix your Journal Entry.

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You can close out of the Spooler ("Working with Print Jobs") popup window, and fix your JE in your original screen. You will single-click into the JE (and return to the previous step of these instructions), to fix your Journal Entry.

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