Copying a Journal Entry

Access the Work With Journal Entries form.

• You can create a journal entry by copying an existing journal entry and then revising the copy. This is useful when you need to:

  • Correct errors in fields that you cannot change on an existing journal entry, such as the general ledger date. In this example, you can use the copy to replace the existing journal entry.

  • Enter a journal entry that is similar to an existing journal entry with multiple distribution lines.

• You can copy a posted or an unposted journal entry. If you need similar journal entries on an ongoing basis, consider creating a model journal entry or a recurring journal entry.

To copy a journal entry:

1. On Work With Journal Entries, select a journal entry to copy and click Copy.

   The system displays a copy of the journal entry. The Document Number, G/L Date, and Exchange Rate fields are set to zero or blank.

2. On Journal Entry, enter the document type and general ledger date and values for other fields, as necessary.

3. For each general ledger distribution line, change account numbers, amounts, and other information as needed, and then click OK.

4. On the Work With Journal Entries form, if you want the new journal entry to replace the original one, select the original journal entry and delete or void it.