Keep Draft Manual Journals as Draft
Draft journals should remain drafts and should not be included in financial reports until they are posted.
Including draft journals in reports is confusing because the report appears to reflect accounting entries that have not actually been posted to the ledger. I recently spent time trying to figure out what I had done months earlier, only to discover that the journal affecting the report was still sitting in Draft
If an entry is still being reviewed, adjusted, or simply parked as a draft, it shouldn't affect the reported financials or account transaction reports. Once the journal is posted, then it belongs in the reports.
Draft should mean draft.
Julie Wiggins
shared this idea
Thanks for sharing this feedback. We want to clarify that draft manual journals don't flow through to financial reports or account balances. The journal remains separate from your financial records while it's in Draft status and only affects reporting after it has been posted.
If you're experiencing something different, please share a little more detail about the journal and report involved by reacting to this update.
