A correction needs to be made to a closed period
A journal entry can be created to move the transaction from the wrong account to the correct account.
- You cannot make changes to journal entries, bills, deposits created in a previous period but, you can create a new journal entry using a date in a previous period. If the transaction uses a date of a previous period you may wish to rerun your monthly reports to reflect the change.
Have the period reopened and reopen the bank reconciliation (if necessary). Make the correction then reconcile the bank account and re-close the period.
- If you are part of a diocese you will need to have the diocese reopen the period and the bank reconciliation. Independent churches must contact Support for this service.
- You may wish to rerun your monthly reports to reflect the change.