This guide shows how to quickly and accurately update attributes on conversion journal entries—individually or in bulk. It highlights the required validation step, where to find and edit attribute fields, and how to save changes. Follow it to avoid errors and ensure consistent, efficient batch updates.
Visual Step-By-Step Guide
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Step-By-Step Instructions
Before we edit attributes for conversion entries, ensure that the Validation button has been selected.
Move to the right of the pending adjustments panel and find which attributes need to be changed for the automation to work.
Select the Pencil icon to edit that row.
Select the fields you need to change and select an option from the drop down menu.
Note: Make sure to select the Save (Floppy Disc) icon to the right of the row to save your changes.
To make bulk changes to a series of journal entries, select the journal entries you want to change using the checkmark boxes to the left.
Select Edit.
Make the required changes to all the journal entries using the menu.
Select OK when you are finished.
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