Occasionally mistakes are made when verifying a journal entry and must be corrected to ensure the money at the site is accounted for properly. If a mistake has been made when verifying a journal entry the Cash Management system allows the user to edit the journal entry and make the necessary corrections.
To edit a verified journal entry, follow these steps:
- Log on to WashConnect at the site level to edit an entry.
- In the Financial menu, click Cash Management, and then click Journals.
NOTE: If you are not logged on at the site level, then the following message "Journals from selected site cannot be edited/verified" appears.
The Journals tab appears.
- In the Start Date and End Date boxes, select or enter a date range.
- In the Site selection box, select a site.
NOTE: When logged on locally to WashConnect, only the local site will appear in the list.
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In the Device box, select a device.
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In the Shift box, select a shift or shifts.
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Select the appropriate journal type from the Show Journals selection box.
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Click the Search button.
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Locate the journal to be edited, and then click to select the journal.
- Click the Verify button to verify the journal entry.
A Verify Journal message "Warning! Journal is verified Are you sure you want to verify again" appears.
- Click Yes.
In the New Qty. boxes, make corrections to the journal by typing in the correct amounts.
- Click the Save button.
The entry is adjusted to reflect the changes made.