General Ledger > Manual GL Posting

Saving a Previously Saved Posting

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Accounting > General Ledger > Manual G/L Posting

Within the Manual G/L Posting Screen:

1. Hover over the [Import Posting] button in the Action Ribbon.

2. Select the [Saved] button from the dropdown to open the Saved Postings window.

3. Select an entry from the grid to import to the posting grid.

4. Make any edits/corrections to the posting, if applicable.

5. Click the [Save] button in the Action Ribbon.

6. Input a Posting Description in the Save Posting window, if applicable.

7. Mark the checkbox if the posting should Reoccur.

a. If the Reoccur checkbox has been marked, input a Number of Reoccurrences.

8. Click the [Save] button to save the posting under the original saved entry.

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Click the [Save New] button to save the posting as a new saved entry.


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