Trips

Document date (from-to)

The trips to be posted may be restricted on the created / document date (that is the date within which you want to post travel orders).

Report date (from-to)

The trips to be posted may be restricted by report date (that is the date when the travel order has its reported date).

Employee

Posting may also be restricted by an individual employee, for whom the trip was charged.

Trip Status

We can filter posting of trips by the trips status.

Document Types

It is MANDATORY for you to select the trips document types, from which you want to remove the records.

Posting

Document Status

• Not posted – by selecting it you post trips that have not been posted yet
• Posted – by selecting it you can view the list of posted documents or if you repost these same documents (that is, to correct the posting). In such a case the original journal entry is changed or modified accordingly.

• Separate Notes - by selecting seperate notes the posting takes into account the text entered in Travel Purpose field of the Travel Order.  The text will be displayed in the Note column.  The option is availabe for Direct Costs only.
• No Notes - by selecting no notes, the posting will not take into account the Travel Purpose text.  Note column will remain empty.

By clicking this button you display document(s) to be posted.

After you have successfully restricted the document list, you can proceed by clicking the Posting button. The program opens the window for posting of trips.

By clicking it you select all documents from the list.

By clicking it you deselect all documents from the list.