Using HERO for Accounting Questions and Journal Entries

HERO can answer selected accounting questions and prepare reviewed changes to posted journal entries. It uses the same property and user permissions as the Accounting module and never posts a correction, void, or reversal until a person accepts the proposal.

Ask an accounting question

1. Open HERO and ask about receivables by unit, expense totals by category or period, trial-balance totals, or invoice status.
2. Review the answer and use Show the work when you want to see what HERO checked.
3. If HERO says accounting is unavailable, confirm that Accounting is enabled for the property and that your user has the required read permission.

Review a journal-entry proposal

1. Ask HERO to correct, void, or reverse a posted journal entry.
2. Check the target entry number, effective date, reason, and the change HERO highlights.
3. For a correction or reversal, confirm total debits equal total credits. A correction shows the complete replacement entry, not only the changed line.
4. Choose Accept, Edit, or Reject.

A simplified correction proposal:

Understand the three actions

• Correct replaces the posted entry with the complete corrected lines and preserves the audit history.
• Void marks the original entry void. It does not create a new journal entry.
• Reverse creates a new entry with the debit and credit sides inverted.

HERO stops before posting when the period is closed or locked, the entry belongs to another property, the source cannot use the requested action, or your permission is insufficient. Use the reason shown on the card to choose a different date, edit the proposal, or complete the work in Accounting.