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CCH Software User Documentation

View Advisor Journals

Allows you to view and maintain Advisor journals: unpost, repost, edit, delete and view reports.

Select the View Advisor Journals screen from the task list to the left of the screen.

A grid appears showing any advisor journals for the dataset. The Unposted and Posted toggle buttons on the Ribbon allows you to filter the advisor journal view.

By default, the Unposted option is selected.

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The View Advisor journals grid allows you to edit unposted or posted advisor journals and to post or unpost transactions.

The final column “Approved” is for users of CCH OneClick Open Integration.

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The Edit hyperlink allows you to edit the advisor journal, editing will automatically unpost the advisor journal.

The Unpost hyperlink allows you to Unpost a Posted advisor journal

The Post hyperlink appears next to items that have not been posted within the Unposted grid view.

Note: The Post link is disabled when a journal does not balance, Correct the journal entry to balance and post.

 

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