How to Edit and Manage Manual Constraints

The Riwaa platform allows you to easily edit and manage manual entries. In this article, you will learn about the available options and the steps to execute them.

#How to Edit a Manual Entry

1. Go to Accounting > Daily Entries.

2. Search by entry number.

3. Click on the three dots in the filter column.

4. Select "Edit Entry".

5. Edit the required data.

6. Click "Save".

#How to Reverse a Manual Entry

#What is meant by reversing an entry?

It is the process of correcting an entry that was wrongly recorded in the account books, leading to an imbalance in the trial balance.

#How is the reversal process done?

By adding a new entry that counteracts the previous entry, so that the sum of the original entry and the reversing entry is zero, thus nullifying the effect of the incorrect entry.

On the Riwaa platform, you can reverse the entry with the following steps:

1. Go to Accounting > Daily Entries.

2. Search by entry number.

3. Click on the three dots in the customization column.

4. Select "Reverse Entry".

5. Click "Reverse Entry" to confirm the process.

⚠️ Note: Reversing the entry affects all balances associated with this entry.

#How to Delete a Manual Entry

1. Go to Accounting > Daily Entries.

2. Search by entry number.

3. Click on the three dots in the customization column.

4. Select "Delete Entry".

5. Click "Delete" to confirm the process.

⚠️ Note: Entries cannot be restored after deletion, and all financial reports will be affected.

#How to Copy a Manual Entry

1. Go to Accounting > Daily Entries.

2. Search by entry number.

3. Click on the three dots in front of the entry on the left side of the screen.

4. Click "Copy Entry".

5. A new entry page appears with the same details as the copied entry.

6. Verify the entry and details.

7. Click "Save".

---

#Frequently Asked Questions

1- Is there a log to know the entries that have been modified?

No, when an entry is modified, it is updated immediately. We welcome your suggestion through the suggestion platform.

2- Can I edit automated entries?

Basic data for automated entries cannot be edited, but a note, description, and cost centers can be added.

3- Can I reverse automated entries like purchase and sales invoice entries?

Automated entries cannot be reversed, but the same process like selling or purchasing can be returned.

4- Can I delete a manual entry after closing the financial period?

No, to delete the entry, open the financial period first, and close it when finished.

5- How can I distinguish reversing entries from others?

Through the notes column, you will find a note automatically added by the system containing the word (reverse) and the original entry number.

6- Can I set user permissions to edit and delete entries?

Yes, you can do that. Go to:

1. Settings > Users > ⚙️ > Edit Member.

2. Go to User Permissions > Applications.

3. Disable the permission to edit and delete manual entries.

4. Click: Save User Data.

7- There are many entries, can I know only the manual entries?

Yes, you can do that.

1. Click on the "Filter" field.

2. Through the operation type field, select "Manual Entry".

3. Click "Apply", only manual entries will appear.

8- I have a user account, I want to delete one of the manual entries but the delete option does not appear?

This means there is no permission to do so, contact the main account user to know the permissions available to you.