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Review linked journal corrections

4 min readBusiness

Preview a linked correction in the Chart of Accounts journal detail view, review the proposed effect and posting date, then confirm and submit it. Review the linked command result and history. If the command is pending or running, use Resume same command where offered; revise or reopen the journal when the source or preview needs review.

Before you start

  • You are signed in to a business workspace with access to the Accounting workspace.
  • You can open the Chart of Accounts for the ledger you want to review.
  • The journal must be balanced and complete; otherwise its detail view shows that corrections are unavailable.
  • The entry must show a native source version in the detail view before you can submit a correction.
  • The correction is limited to the supported same-currency income or expense reclassification workflow.
  • If you do not see the correction controls, your current workspace does not have access to this feature.

Open the journal entry and confirm it can be reviewed

Open the Chart of Accounts, then open the journal entry row you want to review. In the detail view, confirm that the journal control is balanced and that a native version is shown. If the entry is incomplete or unbalanced, the page shows that corrections are unavailable, and you should stop there.

  1. Open the Chart of Accounts for the ledger you want to review.
  2. Select the journal entry row to open the detail view.
  3. Check the journal control section for a balanced result.
  4. Confirm that a native version is shown in the detail header.
  5. If the entry is not balanced, do not continue with a correction.

Start a linked correction review

When the entry is eligible, choose Propose reclassification. The form is for same-currency income or expense accounts only, and the original document remains protected while you review the linked correction.

  1. Click Propose reclassification.Propose reclassification
  2. Choose a target posting account from the available income or expense accounts.
  3. Enter the amount to reclassify.
  4. Choose the effective date.
  5. Enter the accounting reason for the correction.
  6. Click Validate and preview.Validate and preview

Review the preview before submitting

The preview shows the proposed effect, period policy, posting date, reason, and the journal lines that would be submitted. Use this step to confirm the amount, account, and date before you continue.

  1. Read the effect text and period policy.
  2. Check the posting date and reason.
  3. Compare the listed debit and credit lines with your intended reclassification.
  4. If anything is wrong, click Revise and adjust the form.Revise
  5. If the preview is correct, continue to submission.

Submit the correction and watch the saved status

When you confirm, Finanly sends the approved correction using the saved preview details. The page then shows the command status and, when available, the verified journal reference.

  1. Click Confirm and submit correction.Confirm and submit correction
  2. Wait for the command status to update.
  3. If the command is pending or running, use Resume same command instead of starting a new correction.Resume same command
  4. When the result shows success, review the verified journal reference and the linked command details.

Use linked command history to verify what happened

After a correction is saved, the journal detail view shows linked approvals and correction commands. Use Load more corrections if more history is available for the same entry. This helps you confirm whether the reviewed correction was the one that was actually saved.

  • A pending command means the correction has not finished yet.
  • A succeeded command with a verified journal reference means the correction is confirmed.
  • If the page says local ledger refresh is pending, the posting has been verified but the display may still be catching up.

Failure and recovery guidance

If the preview or submission fails, use the on-screen status and linked command result to decide what to do next. You can revise the form, retry the same command, or reopen the entry and review the current state if the source changed or the preview expired. Do not create a separate replacement correction for an uncertain result; keep working from the same linked command and its saved preview.

  • If the preview request fails, adjust the target account, amount, date, or reason and try again.
  • If submission is pending or running, use Resume same command.
  • If the preview expires or the source changes, reopen the entry and review it again before resubmitting.
  • If the command fails, correct the issue shown on screen before retrying.

Updated

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