To post a transaction batch, locate the batch in Transactions, select the batch, and then select Tools > Post.
Users must have rights to post to see the Post function. The batch status must be Ready to Post or Unposted. Empty batches cannot be posted.
Use Post to finalize the transactions in a batch. Until a batch is posted, the transactions in the batch can still be changed. After posting, the transactions become final in your books.
Credit memos are an exception. Credit memos post automatically when they are saved.
Post a transaction batch
Start Juris and log in.
- Double-click Transactions to expand the folder.
Double-click the transaction type to expand the folder.
For example, select Cash Receipts.
- Double-click the folder for the person who created the transactions.
Double-click the period where the batch is located.
All batches for the selected period appear in the right pane.
Select the batch you want to post.
To select multiple batches, hold Ctrl while selecting each batch.
Select Tools > Post.
When posting is complete, the batch status changes to Posted.