Editing a Journal Entry

 

Editing a Journal Entry allows the user to make changes to the original entry. Manual and automatic journal entries may only be edited by the user who created the entry. Journal entries may only be edited on the same business day the entry was created.

From within the context of a case:

  1. Click Journal from Utility Navigation. The Journal List window opens.

  2. Select the check box for the entry to be edited.

  3. Click the Edit button to open the Journal Entry window.

  4. Make the desired edits to the journal entry.

  5. Review the narrative then click the Save button to save the entry.