How to Handle Late-Stage Journal Entries
Adding a journal after most of the job is already reviewed.
Zato is built around journals living in Zato first. Late-stage adjustments, such as a shareholder salary finalised near the end of the job, should still be raised inside Zato rather than posted directly in Xero.
Handling a late-stage journal
1. Raise the journal from Manual Journals, or directly from the affected workpaper.
2. Save and post it in the normal way.
3. Sync the affected workpaper with Zato so its balance reflects the new journal.
4. Confirm the workpaper is back in balance before re-approving it.
The journal flows through to Xero automatically when the job's journals are synced at the end of the engagement, no separate manual re-entry in Xero is needed.