Only those document types from the Goods | Issue menu can be posted which have type of receiving set on Document in the Document Types settings. Documents of Record Only type are not offered for automatic posting!

Example: To post document type 300 - Wholesale that was issued in the period from January 1st, 2007 to January 31st, 2007 you have to post these steps.

Click Select and in the bottom section choose among the records to post.

Post documents to a new journal entry or append them to the existing one. Posting to a new journal entry, it will be created with period and posting dates you can change at will.

Then click Posting. A journal entry is displayed after posting completes successfully.

Whenever you append posts to the existing journal entry it means that the period and posting dates remain the same as selected having created the journal entry for the first time.

Whenever appending posts to the existing journal entry, it is wise to enter them separately by periods. You have to be aware that period and posting dates of the journal entry are the same in all posts contained in the journal entry.

Let us for example take a look at the January journal entry to which you have appended invoices issued in the period from January 1st to January 31st. It is recommended that you distribute journal entries by periods you want to monitor - on a daily, monthly, quarterly, half-yearly basis, etc.

Posts/documents are not included in financial statement reviews according to the document date but rather according to the period date in journal entry!

Related topics:

• posting invoices issued from the document of issued invoice

For a general description of functions see:

• Automatic Posting
• Manual Posting