Review and reverse journals

Journals are never edited or deleted, so your books keep a full history. If a journal was wrong, you reverse it: Spine posts an entry that mirrors every line, and the original stays listed as Reversed. You can then copy it into a new journal and post it correctly.

Who can do this

Owners, and Staff whose Team has View ledger / journals, can read journals. Only Owners see New journal, Reverse and Copy to new journal.

Review your journals

1. Open Journals — Choose Journals in the sidebar. The cards show Total journals and Posted this year.
2. Filter the list — Use Status (All journals, Posted or Reversed), From and To, or Search journals.
3. Read the list — Newest first, each journal shows its Number, Date, Reason, Total, Status and Posted by.
4. Open one — Click a journal to see its Lines: account, description, debit, credit and job, with Totals.

The Journals list with the Total journals and Posted this year cards and a table of journals with number, date, reason, total, status and who posted them

With no journals, the list says “No journals yet. Most businesses only need one for year-end adjustments.”

Reverse a journal

1. Open the journal — It must have the status Posted.
2. Press Reverse — The Reverse dialog explains: “A reversing entry mirrors every line. The journal stays in the history as Reversed.”
3. Set the date and reason — The Reversal date starts at today. Enter a Reason, for example “Wrong account”.
4. Confirm — Press Reverse journal.

The journal now shows Reversed, and its Reversal section says when and by whom. Reverse is gone.

Danger

A reversal can’t be undone. To post the right figures, press Copy to new journal: a new journal opens with the same lines for you to correct and post.

If a line is on a bank or cash account that’s already reconciled, Spine tells you the reconciliation has to be undone first. See Banking. A reversal dated inside a closed period is refused too.