Posting and Unposting

This button is like a toggle switch.  If the transaction is currently Posted this button will be labeled Unpost and if the transaction is currently Unposted it will be labeled Post.  When a transaction is posted, you will not be able to alter any of the information.  This is an important feature because it prevents a transaction from inadvertently being changed.  If you choose to Unpost your transaction because something must be changed, select the Unpost button.  A warning message will appear asking if you are sure that you want to unpost the transaction.  Click "Yes" and you will then be able to make any needed changes.

You can click the Recap button at the top of the form to display a preview form of what will be entered in your General Ledger when you post the selected transaction.

You can enable or disable the post and unpost feature inside the Security form.

You may not be able to unpost certain transactions after they have been posted due to a variety of reasons listed below.

If you have closed your periods past the date of a transaction you are trying to Unpost the program will not allow the transaction to be unposted.

The Unpost feature is disabled in the Security form > Form Permission Tab.

Other transactions have been entered that directly affect the posted transaction.  This could be a Posted Invoice where a Receivable has been enter against the Sales Invoice.