Use the Post Batches screen to post batches of invoices and receipts to customer accounts.
Before you start
- Decide on the batches
you want to post. (Write down the batch numbers, if necessary.)
You can post all batches that are marked Ready To Post, or you can specify a range of batches that are marked Ready To Post.
- Select Ready To Post on
the A/R Batch List screen for each batch you want to post.
Note: If you use Payment Processing, you must process all Sage Payment Solutions credit card transactions in the batch before you can set it Ready To Post.
- Print listings of the batches you want to post. If you use the option to force listings of batches, you cannot post batches until you print the batch listings for them.
To post a range of batches:
-
Accounts Receivable > A/R Transactions > Post Batches.
- Select the type of batch
to post (invoice
You can post only one type of batch at a time.
- Select All Batches
to post all the batches of the chosen type, or select Range and
then specify the range numbers for the batches you want to post.
You can post a single batch, a range of batches, or all ready-to-post batches of the chosen type.
- Click Post.
After posting batches
- Print posting journals.
- Print the G/L Transactions report.
Important! You should keep your audit trail of posted transactions up to date