Use a manual journal draft when an adjustment needs explicit debit and credit lines in Institution Books. The journal workspace checks the company's current book settings and your permissions before it allows changes. Have the underlying calculation or supporting record ready before entering the amounts.
- Choose the company and open Journal Entries.
- Select Create journal entry and enter the Accounting date and Journal reason.
- Choose an active Ledger account for each line, enter its Description where useful, and supply one positive Debit or Credit.
- Check the complete entry, then select Save draft.
The total debits and credits must match exactly. Saving a draft keeps the proposed adjustment available for further work; the posted ledger changes only after an authorized posting action. If the company needs book setup, follow the setup notice before attempting to post.
Use the source workflow for journals generated by inventory, recognition or another accounting record. Preparing an unrelated manual entry can leave that source's balance and history inconsistent even when the new journal itself balances.
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