Guidelines on the possibility of modifying opening balances in the system.
- Opening balances for products and assets:
- Cannot be modified directly.
- They must be deleted and re-entered again.
- Opening balances for accounts, customers, and suppliers:
- They can be modified directly by going to Accounting, then Manual Journal Entries, searching for the opening entry among the entries, clicking Edit next to it, then modifying the data and saving.
Additional notes:
- Ensure that balances are entered accurately when adding them to avoid the need for deletion or modification.
- If one of the accounts in the opening entry is archived, the edit icon will not appear unless you reactivate the account.
- If you created an opening entry for the opening balances, you can view it by going to Accounting, then Manual Journal Entries, and it will appear among the journal entries and will be distinguished by adding “opening balance” in the description.
