Edit, delete, or duplicate a JE (PAS)

Updating JEs in PAS is permission based

To update JEs, your account must have one of the following roles enabled:

  • Role: Company Admin, Accountant

  • Custom role with: Journal entries - Full access, Create and manage

To edit, delete, or duplicate a journal entry (JE):

  1. In the left-side navigation, click the dropdown menu

  2. In the dropdown menu, select the name of the project that you want to see JEs for

  3. In the left-side navigation Accounting menu, click Journal entries

  4. On the Journal entries dashboard, click the three dots next next to the Trans. # that you want to update the entry for

  5. In the menu, you can select either Edit, Duplicate, or Delete

If you select either Edit or Duplicate, the JE transaction # record will open where you can update or enter the details. Be sure to click the Save button before leaving the page.

Overview of journal entries with transaction details and options for editing or deleting.

Select a project, click Journal entries, and then click the three dots next to the Trans. # that you want to update to make your selection