Postings

Posting is the process of recording a transaction on the Accounts ledgers.

You can create the following postings:

• Client/Deposit

• Office
• Allocations
• Transfer
• Nominals
• Anticipated
• Time
• Interest Postings
• Foreign currency
• Post Account Requests
• Maintain Pre-Configured Postings
• Recurring Transactions

On these screens you can:

• Post a bill
• Allocate credit notes or payments when posting a bill
• Change fee earner split for a posted bill
• Post credit notes
• Write off bills
• Claim back VAT on bills written off

The Accounts application provides a dedicated posting screen for each type of posting. See a list of posting types and their codes.

There is also a dedicated screen for posting accounts requests, and automated posting reversal for the most common posting types. See Reversing postings.

Posting Period

Each posting screen displays the current Posting Period. This corresponds to the Date of the posting.