Post a journal entry

Generally, only manual transactions are unposted when they're created since, with few exceptions, system-generated transactions are automatically posted.

Journal entries can only be posted in an open period.

Before a transaction is posted, it may be edited, its lines can be edited, and it can be deleted. Once the transaction is posted, it can no longer be edited or deleted. If you need to edit or delete a posted transaction, you must create a reverse transaction.

Post a journal entry

The example in this topic uses the Journal Entry - Actual window.

  1. Select Actual - Journal Entry from the General Ledger menu. The window opens displaying the list all actual transactions for the current accounting cycle.

  2. Select the transaction(s) to post, and click the Post Transaction button. You're asked to confirm the action.

  3. Click Yes. The transaction(s) are posted, and automatically assigned the next available transaction number(s). The Result window opens displaying successes and failures.
    Note: if it appears that there are gaps in the numbering, keep in mind that a different type of transaction — Actual, Encumbrance, or Budget — showing in a different window will contain that number.

  4. Click Close to close the Result window.

 

Return to Create a Journal Entry

Return to Journal Entry Overview

Return to General Ledger Overview