Batch Post Journal Transactions

VisionCore can Batch Post some or all Unposted transactions.  This can be a helpful feature if you want to enter a quantity of General Journals without Posting them.  In the Batch Posting form, set the criteria of what you want to Post and VisionCore will automatically Post all the selected unposted transactions.  Batch Posting is the same as manually Posting a transaction in the form it was created, except that you are Posting multiple transactions at a time.

Batch Posting transactions

First select what transaction type you want to batch post in the Transaction Type combo box.  Then, in the Post Criteria section, choose what transactions you want to post.  You can choose to post All Transactions, By Transaction Date, or By Transaction ID.  If you select By Transaction Date, you will notice the Date Range section will allow you to enter a start and finish date.  In this scenario, all transactions will be posted within that date range.  You can use the drop down arrow button to open the miniature calendar to graphically enter a date.  When you have finished entering data for each field, press the TAB or ENTER key to move your cursor to the next field.

If you choose to post by By Transaction ID, the "Date Range" section will change to "Transaction ID", where you can enter a range of Journal transactions to post.  Next, click the Post button to start posting the transactions.  A small dialog box will appear showing you how many transactions will be posted.  This may take some time depending on how many transactions need to be posted.

After batch posting has been completed, you will receive a message confirming the records were posted.  Some transactions may not get posted for a number of reasons.  These reasons are listed below.

A transaction has a date prior to the date set in the Close Periods up to and Including: field of the Fiscal Year Periods form.

There was an out of balance error where the transaction would cause the General Ledger to become out of balance.

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving.

The Post button will start batch posting the selected transactions.

The History button will open the batch posting history form.

The Recap button will open the Recap form displaying a preview of what will be added to the general ledger when you click the Post button.