Posting transactions in SapphireOne is crucial for finalising and recording financial activities. This process ensures that all transactions are accurately posted and the balances are only then reflected in the General Ledger accounts.
Posting from the Receivables menu
- Navigate to Accounts > Receivables > Process and select the Post Transactions item. SapphireOne will open a screen limited to a list of transactions that are ready to be posted.
- From the list on screen, select or mark the transaction(s) that you wish to post.
- A tick or plus icon (device dependent) will be displayed in the last column on screen.
- Click on the Process button on the lower right-hand corner of the screen. SapphireOne will post the marked transactions, then close the posting screen.
Posting Using Sapphire Tools
- Navigate to Accounts > Receivables > Inquiry and select the Transactions item.
- From the list on screen, select the transaction(s) that you wish to post.
- Navigate to Sapphire Tools > Process and then select the Post Transactions item.
- An alert will be displayed asking the user to to confirm the number of transactions to be posted.
- When all is correct, select the Yes button and the selected transactions will be posted immediately.
- SapphireOne will then return the user to the list of transactions completing the procedure.
- Examine the status of the newly posted transactions to confirm that they were posted correctly.
Posting Using the Right Mouse-Click Context Menu
- Navigate to Accounts > Receivables > Inquiry and select the Transactions item.
- From the list on screen, right mouse click on the single transaction that you wish to post.
- From the contextual list, select the Post option. The transaction will immediately be posted.
- Check the status column as the status of the transaction should alter from un-posted to posted.
- For a standard inquiry that will alter from ent un-posted to yes posted.
For more detailed information, refer to the Accounts > Receivables > Post Transactions article.