The Post Job Projects Transactions functionality in SapphireOne allows you to post financial transactions related to your Job Projects. This posting function locks the financial record and processes the financial values through to the required General Ledger (G/L) accounts.
This guide will help you post transactions accurately to ensure effective financial tracking.
- Navigate to Job Projects Mode > Job Projects General > Job Projects General Process and then select the Post Transactions item. SapphireOne will display the Posting screen ready for the user to select the items for posting.
- Selection – Select the transactions that you want to post.
- Indicator – A small
(MacOS) or a + sign (Windows) appears on the last column of each item’s line to indicate that they are marked for posting.
- Checking – Ensure that the necessary Job Project transactions have been correctly selected for posting.
- Posting – Click on the Process button on the lower right hand corner of the screen to post the selected transactions.
For more detailed instructions, please refer to the Job Projects Mode > Job Projects General > Job Projects General Process > Post Job Projects Transactions article.