Posting Payable Transactions (VI, VC, VP, VJ)

This guide will instruct you on the importance of posting transactions for their documentation and finalisation. You will learn how to post a variety of transaction types in SapphireOne, including Vendor Invoices (VI), Vendor Credits (VC), Vendor Payments (VP), and Vendor Journals (VJ). Choose one of the following methods to post the transaction.

Posting from the Payables Menu

1. Navigate to Accounts > Payables > Process and select the Post Transactions item. SapphireOne will display the Posting screen ready for data selection.
2. The screen will be limited to a list of transactions that are ready to be posted.
3. From the list on screen, select the transaction(s) that you wish to post. A tick or + symbol (OS dependent) will be displayed in the last column on screen.
4. Click on the Process button. SapphireOne will now post the marked transactions, then close the posting screen.

Posting Using Sapphire Tools

Using the small downward arrow next to the Sapphire Tools Icon

1. Navigate to Accounts > Payables > Inquiry and select the Transactions item. SapphireOne will display a list of all current transactions in the data file.
2. Select the transaction(s) to be posted from the list.
3. Navigate to Sapphire Tools > Process and select the Post Transactions item.
4. An alert will seek confirmation on the number of transactions that are to be posted. Check it carefully before confirming. From the alert click the OK button.
5. SapphireOne will return the user to the list of Payable Transactions.
6. Examine the status of the newly posted transactions to confirm that they were posted correctly.

Posting Using the Right Mouse-Click Context Menu

1. Navigate to Accounts > Payables > Inquiry and select the Transactions item. SapphireOne will display a list of all current transactions on screen.
2. From the list on screen select a transaction and right mouse click on it.
   • From the contextual list select the Post option. The transaction will immediately be posted without any further intervention by the user.
3. Check the status column to confirm the status of the transaction flag has changed from un-posted to posted.

For more detailed information, refer to the Accounts > Payables > Transactions article or the Accounts > Payables > Post Transactions article.