View or edit basic information
Learn to view of edit basic information
Basic information includes information that defines the summary journal entry such as date created, currency, and transaction types includes. These fields are view only.
The Additional Fields panel provides more information such as the journal run ID and link, Transferred to Accounting status, and Notes.
Navigation: From Journal Entry page, select Edit Basic Information from the more menu. The Additional Fields panel expands in edit mode. Updates are recorded in the History panel at the bottom of the page after saving changes.
Additional Field Descriptions:
|
Field |
Description |
|---|---|
|
Journal Run |
View only. Link to the journal run details associated with this journal entry. See Journal Run for more information. |
|
Transferred to Accounting |
Indicates if the journal entry was transferred to an external GL system. Possible values:
You cancel a journal entry when this field is set to No, Error, or Ignore. The Finance Override Transferred to Accounting permission is required only when changing this value from Yes to any other value. See Finance Roles for more information. |
|
Notes |
Optional information about this journal entry. Character Limit: 2,000 |
|
[custom field] |
Any custom field. |