Post a General Ledger Journal Transaction

Posting a General Ledger journal is the final step in recording any financial activity. This process ensures that these Journals are officially recorded in the appropriate General Ledger accounts, allowing them to be accurately reflected in your financial statements.

1. Navigate to Accounts > General Ledger > Process and select the Post Transactions item.
2. Only unposted Journals will be displayed in the list.
3. Select the Journals you wish to post.
4. Verify that a tick or a + symbol appears in the last column on the screen, indicating the transactions have been selected for posting.
5. Click on the Process button to post the journals.

Alternate Process – Using the Sapphire Tools Menu

1. Navigate to Accounts > General Ledger > Inquiry and then select the Transactions item. SapphireOne will display a list of all posted as well as un-posted Journals.
2. From the list of Journals on screen, select the Journals to be posted.
3. Navigate to Sapphire Tools > Process and select the Post Transactions item.
4. An alert will be displayed asking you to confirm the number of Journals selected for posting.
5. After verifying, click the Yes button to complete the posting process.

Alternate Process – Using the mouse right click context menu

1. Navigate to Accounts > General Ledger > Inquiry and then select the Transactions item.
2. A list of all posted as well as un-posted Journals will be displayed.
3. From the list on screen select the unposted Journal.
4. Right-click on the unposted Journal, and select the Post option.

For more details, visit the Accounts > General Ledger > Post Transactions article.