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Can I Edit a Manual Journal Entry?

Find out whether and how you can edit a manual journal entry in Puzzle after it has been posted to your general ledger.

Written by Michael Herchen

Yes! You can edit a manual journal entry in Puzzle whether it's still a draft or already posted to your general ledger.

To edit an entry:

  1. Go to the Manual journal entries page.

  2. Find the entry you want to change and click the three-dot menu (⋮) on the right of the entry line, under Actions.

  3. Select Edit and make your changes.

  4. Review the editing summary, then click Confirm.

Editing a posted entry? Puzzle keeps your books accurate and auditable for you. Rather than altering the original posting, Puzzle automatically creates a voiding (reversing) journal entry for the original and posts a new entry reflecting your changes. Before you confirm, the editing summary previews exactly what will happen — the net effect of your edit, the original entry, the voiding entry, and the new entry — so there are no surprises on your GL.
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Editing a draft? Since a draft hasn't posted yet, your changes simply update the entry directly — no reversing entries needed.

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