Post Receivable Transactions (CI, CC, CR, CJ)

Posting Transactions in SapphireOne is essential for finalising and recording financial activities. This process ensures that all transactions are accurately posted, with balances only then reflected in the General Ledger accounts. There are three procedures available to the user, as follows:

Posting from the Receivables menu

1. Navigation – Go to Accounts Mode > Accounts Receivables > Accounts Receivables Process and select the Post Transactions item. SapphireOne will open a list screen limited to a list of transactions that are ready to be posted.
2. Transaction Selection – From the list on screen, select or mark the transaction(s) that you wish to post. A tick or plus icon (device dependent) will be displayed in the last column on screen.
3. Posting Transactions – Click on the Process button on the lower right-hand corner of the screen. SapphireOne will post the marked transactions, then close the posting screen.

Posting Using Sapphire Tools

1. Navigate to Accounts Mode > Accounts Receivables > Accounts Receivables Inquiries and select the Transactions item. SapphireOne will display a list screen that displays all transactions that have not yet been processed through to history
2. Selection Procedure – From the list on screen, select the transaction(s) that you wish to post.
3. Sapphire Tools – From Sapphire Tools menu select > Process option, select the Post Transactions option.
4. Number Alert – An alert will be displayed asking the user to to confirm the number of transactions to be posted.
5. Posting – When all is correct, select the Yes button. The selected transactions will be posted immediately.
6. Transactions List screen – SapphireOne will then return the user to the list of transactions completing the procedure.
7. Checking – Examine the status of the newly posted transactions to confirm that they were posted correctly.

Posting Using the Right Mouse-Click Context Menu

1. Navigation – Go to Accounts Mode > Accounts Receivables > Accounts Receivables Inquiries and select the Transactions item. SapphireOne will display a list screen that displays all transactions that have not yet been processed through to history
2. Selection Procedure – From the list on screen, right mouse click on the single transaction that you wish to post. A contextual list of options will be displayed.
   • This contextual list will not display the posting option if the selected transaction has already been posted!
3. Posting – From the list, select the Post option and the selected transaction will immediately be posted.
4. Checking – Check the status column as the status of the selected transaction.
   • For a standard inquiry that will alter from ent un-posted to yes posted.

For more detailed information, refer to the Accounts Mode > Accounts Receivables > Accounts Receivables Process > Post Receivables Transactions article.