Don’t let your transactions get missed!

posted Feb 10, 2015, 7:04 PM by
TIP: Check to be sure all your GL Journals have been posted.

  1. Navigate to General Ledger > Journals > Journal Entry > Create/Update Journal Entries. 
  2. Change Journal Header Status to “not = Posted to Ledger(s).” 
  3. Click Search. 
  4. Clean up outstanding journal entries.
  5. a. Valid – Current month can be posted
    b. Valid – Prior month - Delete or Copy and change date to current month. Then Delete the old one.
    c. Incomplete or Errors – Fix the transaction and follow steps for Valid journals. 
Please refer to GL1General Ledger Guide v2.1.pdf for detailed steps on processing a journal entry.