Generate Pre-Post Report

You can use the Pre-post report to view transactions that are ready for posting. We recommend running the pre-post report prior to posting.

To generate a Pre-post report, from the Post Revenue to GL page, select the double arrows beside a GL process in the Post to GL processes grid and select Pre-post report. The Pre-post report appears.

The report contains the necessary posting information, including the transaction account, description, date, reference, and debits and credits. You can also view balance information, such as whether or not transaction amounts balance by journal and fiscal period.

Warning: If your organization configures multiple general ledger account systems, the pre-post report only displays data for the account system to which a user has access.

For information about options on the report toolbar, refer to Reports Toolbar.