Run Post to GL Process

1. From Revenue, Post revenue to GL, expand the saved process then select Start process.

2. Under Post dates up to, select to include transactions based on a specific time frame. For example, when you select "Yesterday," the process includes unposted transactions made prior to and including yesterday's date. When you select "Specific date," the Date field is enabled.

3. To change revenue post status from "Not posted" to "Posted," select Mark revenue records ‘Posted’ when process completes.

   Warning: To preview the data for accuracy after you run the process, don't select the option to mark revenue records 'Posted.' You can mark revenue posted at a later time on the Recent Status tab or History tab after you make sure the revenue posted correctly. We recommend running the pre-post report prior to posting transactions. For more information, see Generate Pre-Post Report

4. To create a new selection for revenue contained in the post process, select Create selection from results, then choose the selection type and enter a name.

5. To post revenue, select Start. When For more information, see Go To Process Status Page for Post Revenue to General Ledger.

Tip: For more information, see Additional Post to GL Information.