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HandiLedger - View and edit Trial Balance entries in HandiLedger

Updated over 2 weeks ago

To locate and manage entries related to a specific account on your Trial Balance:

  1. Open HandiLedger and Select your entity and the relevant financial year.

  2. Navigate to the Financials menu, then click Trial Balance, then click OK.

  3. Double-click the account number to drill down into the associated ledger entries.

  4. Click View to examine the transaction details.

  5. If needed, make changes to the entries, then click Save, Close, and confirm with Yes to post the updates.

  6. Close the ledger entries window.

  7. Click the green Refresh icon to update and review your revised Trial Balance.

  8. Close the report preview when finished.

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