Change the accounting date or correct a General Ledger entry

How do I change a General Ledger entry in Sage 300 CRE?

CAUTION: Use caution when working with the below product functionality. Always create a backup of your data before proceeding with advanced solutions. If necessary, seek the assistance of a qualified Sage business partner, network administrator, or Sage customer support analyst.

 

Recommended workflow

• If the entries didn't originate in General Ledger, make corrections in the Application of Origin
• If the entries did originate in General Ledger, record journal entries to correct the transaction
  1. Record a reversing journal entry with the "incorrect" information.
  2. Record a journal entry with the "correct" information.

 

Alternate workflow

While you can use Change Entries to edit General Ledger entries, we don't recommend using this workflow.

The Change Entries task allows you to edit your transactions directly and without posting. It doesn't retain an audit trail of transactions and can cause issues with reporting.

An error made in the Change Entries task can require you to restore from backup.