Post Any Transaction Type (CI, CC, CR, CJ)

Posting transactions in SapphireOne is crucial for finalising and recording financial activities. This process ensures that all transactions are accurately posted and reflected in the accounts.

1. Navigate to Transactions
   • Go to Accounts > Receivables > Post Transactions.
2. Select the Transaction
   • Choose the transaction you wish to post.
3. Process the Transaction
   • Select the Process button.

Alternate Process – Using the Tools Menu

1. Navigate to Transactions
   • Go to Accounts > Receivables > Transactions
2. Select the transaction
   • Choose the Transaction you wish to post.
3. Process the Transaction
   • Apply Tools > Process > Post Transactions.

Alternate Process – Using the Right-Click Context Menu

1. Navigate to Transactions
   • Go to Accounts > Receivables > Transactions
2. Select the Transaction
   • Right-click on the transaction and select Post.

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