Depending on whether the Working Periods feature is enabled and on your Security Profile permissions, it may be possible for you to continue to post financial changes, for month end procedures, even after the posting period has been advanced; in this situation the Period becomes a drop-down and you can select the appropriate period.

The Post Batch option is available from the Transactions menu for both Sales Ledger and Purchase Ledger.

It enables you to select transactions, from the batch, to be posted.

You can also view, edit and delete the transactions.

When the option is selected, two windows are displayed: Batch Selection and Post Batch.

This window enables you to populate the Post Batch list window with transactions that are ready to be posted.

You should enter selection criteria to make the list manageable.

Clear - will clear the selection window so that you can start again with new selection criteria.

Post All Batched Transactions - If selected, all batched transactions that are available for posting will be updated to the accounts without being listed in the Post Batch window.

This option should be used with care.

Generally this function is designed to be used for bulk processing, possibly overnight, only when the orders have been fully checked.

It is recommended that journals are always checked before they are posted.

Display - The Batch Selection uses the criteria you have set, and lists matching batches in the Post Batch window.

There are a selection of fields that can be used to select the transactions for posting.

Batch Ref. - Transactions with a particular batch reference can be found if the exact reference is typed in. Leave blank to include all.

Header Ref. - Transactions with a particular header reference can be found if the exact reference is typed in. Leave blank to include all.

Account - Enter the Customer or Supplier account code for which transactions are to be retrieved. You can use the lookup button to display a list of the accounts from which you may make a selection; entering one or more characters in the field and then tabbing from the field display a list of accounts that start with those characters.

Date Range - Entry of a "From" date will only include transactions from and including that date. Entry of a "To" date will include transactions up to and including that date. You can leave both blank or just enter one of them.

Period Range - Entry of a "From" period will only include transactions from and including that period. Entry of a "To" period will include transactions up to and including that period. You can leave both blank or just enter one of them.

All Years - Select the year or years to include in the search from the menu.

User Id. - The User ID for the User who posted the transaction.

We recommend that this search is used so that Users will be posting their own batches.

If it is not used, transactions entered by all Users will be displayed in the Post Batch window and other Users will not be able to access them for posting until the Post Batch window is closed or cleared.

Invoices, Credit Notes, Receipts, Debit Adjustments, Credit Adjustments - These tick boxes enable you to define the types of transactions that should be retrieved.