Journal entries
The Journal Entries page is the Accounting ledger workspace for creating, posting, reversing, voiding, tagging, and scheduling entries.
Entry workflow
Select New Entry to enter the date, memo, and debit and credit lines. The form requires balanced lines before it can be saved. A draft can be posted individually, or eligible selected drafts can be bulk posted.
Posted entries are not edited in place. Use Reverse to create the reversing accounting effect. Void is a separate supported action and is permission- and state-dependent. Closed-period controls can block posting, reversal, or void operations for affected dates.
Additional controls
- Create and manage reusable tags, then apply them to one or many entries.
- Create, edit, archive, and manually generate due recurring schedules.
- Review AI categorization suggestions and approve or dismiss them.
- Use the AI signal actions to open Ask AI with ledger context.
The authoritative MCP names and confirmation tiers are generated in the Accounting MCP reference. Several historical journal-entry tool names no longer exist, so do not infer tool names from the UI operation labels.