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The Batch Posting screen is used to post some or all the transactions that are not yet posted. This is the same as manually posting a transaction on the screen, except that you are posting multiple transactions at a time.

 

Open the AR Batch Posting screen from Accounts Receivable >  Activities > Batch Posting menu.

Field Description

Batch Post ID - this is a read-only and system generated field.

Transaction Type - the combobox list will show different transactions such as Invoice, Credit Memo, and Payment.

User - this field will default to the user name of the user who is currently logged in.

When the 'Allow User to Only Post Transactions they created' is enabled, changing of use is not allowed. Refer to How to Set User to Only Post Transactions they Created in User Security


Post Criteria - this section is used to set the criteria for posting. The options are All Record ID, By Transaction Date, and By Record ID.

Selection Criteria - this section is where you can enter the date range or record number range that will be posted.

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