How do I Edit or Delete Adjustment Journal Entries?

How do I Edit or Delete Adjustment Journal Entries?

To edit an adjustment journal entry, complete the following steps:
  1. In the adjustments screen, click the pen button next to the journal entry that is required to be edited.


  2. The ‘Edit Adjustment’ dialog will display, detailing the journal entry.


  3. Edit the journal entry as required and click Save.

To delete an adjustment journal entry, complete the following steps:
  1. Repeat steps 1. and 2. above.
  2. Click Delete.
  3. In the ‘Confirm Deletion’ dialog, click Continue.



  4. The adjustment journal entry will be deleted from the ‘Adjustments’ tab.



    • Related Articles

    • How do I Create Adjustment Journal Entries?

      To create a new adjustment journal entry, complete the following steps: Launch the ‘New Adjustment’ dialog by either: Clicking the + button in the upper right corner, and selecting Adjustment; or Navigating to the ‘Adjustments’ tab, and clicking the ...

    • Cloud Financials Process Map

      The Cloud Financials process map attached below provides Caseware Cloud Financials users with an efficient and effective step-by-step approach to generating a set of financial statements. To go alongside the process map, we have a series of FAQs to ...

    • How Can I Export All of my Adjustment Journal Entries?

      To export all of the adjustment journal entries that have been created within an engagement file: Navigate to the ‘Adjustments’ tab. Ensure both the current year and prior year sliders are turned on. Note: Only those journal entries that are visible ...

    • Cloud Financials questions

      Here are some questions that we have received in our launch webinar. General Questions What content is available in Cloud Financials? Currently, Cloud Financials supports the new AASB 1060, General Purpose and SDS content for: Companies - for profit ...

    • Export Adjustments to a Cloud engagement

      Remove all adjustment in the engagement manually before re-importing adjustment to avoid duplicate entries. If no changes made to adjustment in working papers the since last import, select No to this question. CloudBridge allows for the transfer of ...