This unit guides you through posting expenses incurred during a job project, to ensure they are accurately reflected in your job project financials. This helps maintain precise budgeting and financial tracking for your projects.
- Navigate to Job Projects > Costs > Process then select the Post Transactions item. SapphireOne will display the Posting screen.
- This posting screen will be limited to a list of transactions that are ready to be posted.
- 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.
- Click on the Process button. SapphireOne will now post the marked transactions, then close the posting screen.
Posting Using the Right Mouse-Click Context Menu
- Navigate to Job Projects > Costs > Inquiry and select the Purchase Transactions item. SapphireOne will display a list of all current purchase transactions in a list on screen.
- 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.
- Check the status column to confirm the status of the transaction flag has changed from un-posted to posted
For more detailed instructions, please refer to the Job Projects > Costs > Post Costs Transactions article.