Batch Posting of Lines

PANTHEON

Value entries for multiple fixed assets (FAs), such as acquisitions, revaluations or disposals, can be posted simultaneously. For example, when adding several newly acquired FAs in the register, their acquisitions can be posted all at once.

Hint For detailed instructions on adding FA to the register, refer to the Manually Entering Fixed Assets or Transfer to Fixed Assets chapters.

Case summary The person responsible has added multiple newly acquired computers to the register. Their acquisitions will be posted at all once from the Value tab. This is done as follows Accessing the Value Tab Batch Posting the Lines

1. Accessing the Value Tab

Person responsible opens the Fixed Assets register by navigating to Financials | Fixed Assets | Fixed Assets.

The Fixed Assets register opens.

The person responsible clicks the Value tab within the record of any inventory number.

In the next step, the person responsible performs a batch posting of the lines.

2. Batch Posting the Lines

The person responsible right-clicks anywhere in the Value tab and selects Batch Post Lines.

A new window titled Posting of Fixed Assets opens on the FA - Mass tab.

The person responsible clicks the arrow in the Entry Type field and selects 1 - Acquisition from drop-down menu.

A list appears showing all FAs whose acquisitions have not yet been posted.

The person responsible will post only newly acquired computers. The person responsible selects the relevant computers from the list by checking the boxes in the Sel. (select) column next to them. 

Once the computers are selected, the person responsible clicks the Post button, which automatically posts the acquisitions to the General Ledger.

The corresponding journal opens in the General Ledger, where the postings for all selected computers are recorded.

The person responsible successfully posted all newly acquired computers simultaneously.

Hint The posting information can be also seen for each individual FA in the Posts tab.