Unlink Journal Entry to Project Record

Requirement – Way to remove link of Journal Entry to the Project and link it back again to another Project.  

  1. Navigate to Transactions > Financial > Make Journal Entries > List
  2. Click Edit on the Journal Entry record
  3. Click Lines tab
  4. Click the account line/s that need to be updated for the Project
  5. Name Column: Select the Project that needs to link with Journal Entry
  6. Click Ok
  7. Note: For multiple account lines, repeat step 4 to step 6 until all account lines that need to change Project are updated.
  8. Click Save

Note: Always check for the other related transactions linked to the Journal Entry as this may affect these transaction records.

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