Skip to content
Enjoy complimentary data migration when switching from your existing bookkeeper or CPA to Institution.
Ledger and journals

Respond to changed book settings in a journal form

Reopen and review a draft when its accounting policy is no longer current.

Updated 2026-11-11

The message 'Book settings changed while this form was open' means the journal was prepared against an older set of company settings. The form stops the save so that an adjustment is not accepted under assumptions you have not reviewed.

Close and reopen the request using the current company workspace. Check the accounting date, reporting currency and each ledger account, then review the journal reason and amounts. If the source or treatment of the adjustment depends on the former settings, resolve that with the person responsible for the books before saving again.

An older saved draft may also show that book settings changed since it was created. This requires a review of the draft, even if the numbers still balance. Arithmetic alone cannot establish that the entry remains appropriate for the current book setup.

Do not copy the old draft into a new form merely to clear the warning. Keep the original request and update it after reviewing the current evidence. Once the refreshed draft saves successfully, use the posting or review action allowed by your current permissions.

Was this article helpful?

Tell us whether this answered the question you came with.

Related articles

Still stuck?

Tell us what you were trying to do and where it went wrong. If you are already a client, you can also open a support case from Help and support in your workspace.

We confirm who you are before we change anything on an account.