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-- How Do I? --

Creating Adjustments Quickly

You can quickly create adjusting journal entries by right-clicking within the Working Trial Balance and an automatic document.

Working Trial Balance

  1. Right Click on a summary line within the Working Trial Balance to open the menu.
  2. Hover your cursor over Create Adjustments.

  3. Select the relevant adjustment type from the expanded list.

Automatic Documents

  1. Right Click on a summary line within an automatic document to open the menu.
  2. Hover your cursor over Create Adjustments.

  3. Select the relevant adjustment type from the expanded list.

The selected adjustment will be created.