Posting Entries After Reviewing Them
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Posting entries after reviewing them is a crucial step for closing the accounting period and preparing accurate financial reports and analyses.
Posting Entries After Reviewing Them
- Go to the Accounting module
- Click on "Post to GL"
- Specify the required conditions
Note: You can choose suitable conditions for reviewing the entries to be posted, such as posting a specific type of transaction, specifying a period, or posting transactions related to a particular account
- Set the entry status to "Unposted."
- Select the columns you want to display from "Custom view."
- Click "Generate"
- Choose all documents.
Note: Ensure there are no incomplete documents such as:
- Documents missing accounts
- Documents missing cost centers
- Unbalanced entries
- Click on the “+”
- Click "Post”
Note: You can follow the same steps to un-post entries by setting the entry status to "Posted" before clicking "Generate."
If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.
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