How do I change the posting period to a journal transaction?

Question

I entered a journal transaction and accidentally saved it under the wrong month and year. How do I change the one journal transaction?

ghollister · Answer

Based on the posting period of that transaction, those adjustments should be reflected in the balances ending December 2021. If not then it might be the balances are not calculated correctly. So, what you can do is go to menu item 1-6 and select Recalculate Balances, then run the report again. You will need to get exclusive access to the database in order to recalculate the balances. To verify, when you run the report you can drill down on the accounts from that transaction to view the detail of the balance and see if that transaction is part of that detail.

Char DeLange · Answer

Hi Esmeralda 
 What kind of transaction created the entry? If it was a payroll record, AP invoice or anything besides a regular journal entry, GL check, or GL deposit the instructions will be different. We need more info or a screen shot of the GL record in 1-3.

Sage Construction & Real Estate

How do I change the posting period to a journal transaction?

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