---
title: "Reverse a Journal Entry"
slug: "reversal-journal-entry"
description: "Create a reversing journal entry in R365 via the Action menu. Choose Start/End of Next Period, Custom, or None as the reversal date type."
updated: 2025-08-28T19:30:15Z
published: 2025-08-28T19:30:15Z
canonical: "docs.restaurant365.com/reversal-journal-entry"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reverse a Journal Entry

Reversing Journal Entries create a duplicate transaction with debits and credits reversed, typically used for month-end accruals.

> [!NOTE]
> Journal Entries are not automatically approved when manually entered. If a reversing entry is included, it will only post once the original Journal Entry is approved.
> 
> When reversing an approved Journal Entry, the system generates an unapproved reversal entry upon closing the Journal Entry screen.

Reversing entries can be created in two ways: from an existing Journal Entry or via [import](/doc/docs/importing-journal-entries).

Journal Entries with a reversal date in a closed period will be rejected.

> This article references the [new journal entry experience](/doc/docs/journal-entry-update-2025), which will be enabled for all customers in 2026.
> 
> At that time, the classic journal entry experience will no longer be supported.
> 
> See [Classic journal entry documentation](/doc/docs/classic-journal-entries).

---

## Security

The following permission is required to create a memorized journal entry:

- General Ledger → Journal Entries → Create Journal Entries

These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access).

---

## Reverse a Journal Entry

To reverse a journal entry, follow these steps:

*Click steps to expand for additional information and images.*

****1)** Open or [**create the journal entry**](/doc/docs/new-journal-entry) to be memorized.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IBINRBJG.png)

****2)** Click the **menu (…) button.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-C49TOUT0.png)

****3)** Select **reverse.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YZI4X6QA.png)

****4)** Select the **date type** for the reversal journal entry.**

Options include:

- **Start of Next Period**: Sets the reversal date to the first day of the fiscal period immediately following the period of the journal entry date.
  - The date will auto-populate when this option is selected.
- **End of Next Period**: Sets the reversal date to the last day of the fiscal period immediately following the period of the journal entry date.
  - The date will auto-populate when this option is selected.
- **Custom**: Allows manual entry of a specific reversal date.
- **None**: Clears the reversal date.
  - This option functions like a reset; if a reversal date was previously set, selecting ‘None’ removes it to prevent a reversal entry from being created when the Journal Entry is approved.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6PKE5GFO.png)

****5)** If custom was selected, select the reversal date.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-EK3NY5BE.png)

****6)** Click **ok** in the reverse window.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5SE6MWB8.png)

****7)** Review the reversal entry.**

The system will then create the reversing entry. On the Reversing Journal Entry, the transaction **Name** is prefixed with the letter **'R'** to indicate that it is a reversal. This notation helps identify reversal entries in lists and searches.

If the reversal entry was created from an unapproved Journal Entry, it will remain unapproved until the original Journal Entry is approved. The reversal date can be updated at any time before approval.

---

## Import Tool

Reversal Journal Entries can also be made via the Import Tool.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5HQ3YGVQ.png)

This can be accessed by hovering over 'Account' in the top ribbon and clicking 'Import Journal Entry'.

> The import will reject a reversal date in a closed period.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/6ce7b96d-22db-4e80-b1d2-7551916dd930.png)

A new window will open with the Import options. Ensure that your import file follows the [JE Import Template Guidelines](/doc/docs/journal-entry-import-templates) before clicking 'Select Files' and importing your Journal Entry.