Automatic Posting

After the appropriate accounts have been defined, the following items can be posted automatically:

• Invoices Issued
• POS Invoices
• Invoices Received
• Material Consumption
• Exchange Differences
• documents of the Customs module
• cash receipts and disbursements from the Cash Transactions module
• Trips
• Payroll
• Accruals / Deferrals
• alter Posted Material Consumption
• almost any other item with a template for automatic posting defined

Related topics:

• list of messages of Posting Errors

The following parameters MUST BE CORRECTLY DEFINED for automatic posting to work:

• Chart of Accounts
• account settings in Document Types register of the Goods module
• Method of filling-in linked document in the Receiving and/or Issue document type

and the following parameters within specific modules:

• accounts in Payment Methods (for automatic posting of cash transactions)
• accounts in Document Types register (for trips)
• accounts in Earnings Types module for Salaries register: Earning Types register, Work Types register, Contributions register
• accounts in Fixed Assets module: in Depreciation Categories register and Fixed Assets register
• Method of filling-in linked document in the Receiving and/or Issue document type

It is possible to append entries to existing journal entry. We only need to choose it from drop down menu. Choose posting type Append and select document from drop down menu.

When we want to post document types that are for entering invoices in accounting firms, Pantheon will return IRIS message to deselect that document type or make change on document type. Such posting is not allowed. It would cause disappearance of journal entries on invoices  entered in accounting firms.