Problem:
When attempting to edit the journal entry, it may be found that the same journal entry appears under the related records. This issue occurs because the journal was applied to itself, with accounts receivable and a bank account listed as account lines in the entry. As a result, the journal entry can only be edited if all the lines are removed.
Solution:
Follow these steps to edit the journal entry:
- Click the Edit Button: Open the journal entry and click the edit button.
- Modify the Memo: Change the memo slightly.
- Save the Entry: Try to save the entry.
- Pop-up Notification: A pop-up will appear, notifying you that the related records applied to the journal entry will be unapplied during the edit.
- Confirm Unapplying: Click OK to proceed. This action will remove the journal entry from the related records tab.
- Edit the Lines: Click edit again and make the necessary changes to the lines. This time, the changes will be saved successfully.