Run post to GL process

  1. To post your revenue, select the double arrows beside the saved process, and select Start process. The Run post to GL process screen appears.

    1. The process name defaults from the Name field on the Add (or Edit) post to GL process screen. This field is disabled. To change the process name, access the Edit post to GL process screen.

    2. In the Post dates up to field, 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.

      If you select an option in the Post dates up to field on this screen, your selection overrides the option you selected in the Post dates up to field on the Add a post to GL process screen.

    3. To change the Post status on revenue from "Not posted" to "Posted" when the process completes, select Mark revenue records ‘Posted’ when process completes To preview the data for accuracy after you run the process, do not select the checkbox. 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, refer to Generate Pre-Post Report

    4. To create a new selection for a group of revenue contained in the post process, select Create selection from results. If you select this checkbox, Selection type and Selection name are required fields. You must create a Revenue Transaction type of selection.

  2. To post revenue, select Start. The process begins. When the process completes, the process status page appears. For more information, refer to Go To Process Status Page for Post Revenue to General Ledger.

    For more information about posting, refer to Additional Post Information.