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Ledger and journals

Leave a journal form with unsaved changes

Check whether your edits were saved before closing or navigating away.

Updated 2026-11-11

Journal form changes are not the same as a saved journal request. Adding a line, editing an amount or applying imported lines changes the open form. Select Save draft and confirm the result before relying on those edits being available when you return.

If you are interrupted, review the current entry for completeness and save it when valid. The journal still needs balanced lines and the required fields; an unfinished row cannot be retained by bypassing validation. Keep the original source calculation available if you need to finish the preparation later.

When a form warns about unsaved changes, decide whether to continue editing or leave intentionally. Do not assume that closing a browser tab, switching companies or reloading will preserve every unsaved field. A saved draft can be reopened from the request list.

After returning, compare the reopened date, reason and amounts with your intended changes. If the last save was interrupted, inspect the existing request before creating a replacement. This helps prevent two adjustments from being prepared for the same source record.

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