Unposted entries
This scenario is described on the example of a purchase invoice.
To generate an unposted entry of a document follow these steps:
- In the list of PI, mark an invoice you want to post
- Click [View Unposted Entries] in the Posting button group
- A journal entry form containing appropriate data will be opened
- The user may:
Save the unposted entry by clicking [Save] in the Unposted Entry button group. The unposted entry will be saved in the database
Post the unposted entry by clicking [Post] in the Posting button group. A journal entry will be registered on the list of journal entries
Add an element to the list of elements on the unposted entry form by clicking the [Add through Form] button in the Single-Sided Entries button group. A single-sided entry form will be opened
Edit single-sided entries created while generating the unposted entry by clicking the [Edit] button in the Single-Sided Entries button group. The created single-sided entries can be modified
Delete single-sided entries created while generating the unposted entry by clicking the [Delete] button in the Single-Sided Entries menu
Change a posting scheme by clicking [Change Posting Scheme] in the Actions button group. A list of posting schemes will be opened. In order to change the posting scheme, you need to select one from the list