Postings

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

You can create the following postings:

On these screens you can:

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.

Open Accounts Ledger Automatically When Posting User Feature

If you have the user feature selected the Accounts Enquiry screen will open with the relevant tab selected.

Note The Foreign Currency tab only appears on a matter when foreign currency is posted, so this posting type does open the Accounts Enquiry screen. Also, a Legal Aid Bill and Payment posting displays the Finance tab as this relates to Public Funding Claims and this tab is only visible for matters with one of the LA Billing modules attached.

If the posting slip remains open and a new matter number is selected, the Accounts Enquiry screen is refreshed with the new matter selected.

When the posting slip is closed the Accounts Enquiry screen is also closed.

Posting Period

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