Posting entries after reviewing them is a crucial step for closing the accounting period and preparing accurate financial reports and analyses.
In this article, we will present the steps for posting entries.
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 any questions during these processes, you can contact our technical support team, which is ready to assist you.