Auto Posting Journals

Auto posting feature is used to post the Journals automatically by system itself instead of posting journals manually.

Step 1:-Define the Auto-posting Criteria Set

Navigation:-Setup>Journal>Auto-Post

Enter the Criteria Set Name, Enter the Ledger Name, Source, Category and Period.

Save and Close the form.

Note:-We can schedule this concurrent program as per client program.

Step 2:-Create one un-posted journal with the “XYZ Bank Receipts”

Enter the above details and save the journal and close the form.

Step 3:-Run the “Program - Automatic Posting” Program.

Navigation:-View>Request>Submit New Request

Select the Auto-post criteria Set and click on the “OK”

Click on the “Submit”

Verify the Concurrent Programs

Navigation:-View>Request>Find

Step 4:-Query the Journal and verify whether posted automatically or not?

Navigation:-Journal >Enter

Enter the Journal Name “%Administrative Expenses%”

Click on the “Find”

Journal has been posted automatically.