When booking your project postings, sometimes they aren’t within the open accounting period. It is not recommend to re-open a closed period, so to complete the posting, you can follow these stepswill need to edit the posting date.
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CHANGING THE POSTING DATE
In this example we will change the posting date on a creditor invoice from Facebook.
Go to Finance & Administration > Project postings
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finance & administration module > general ledger sub menu > project postings
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Click on the creditor invoices line and > then go to the bottom half of the screen where you’ll see an icon > select creditor invoices edit date icon (the one that looks like a calendar.
Once clicked, you’ll see another icon with a )
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In this example we will change the posting date on a creditor invoice from Facebook.
Select the creditor invoice to be edited > click the edit post date icon (table and ‘31’ on it:)
Edit post date
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Update the following details:
From post date - this is the date of the first transaction within the period you want to change
To post date - the final date in the period
Update posting date to - the date within the current open accounting period
In this example we can make the ‘from’ and ‘to’ dates 22/08/2023 and update the posting date to 30/11/2023
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Now you can see the posting date has been updated:
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If there are multiple entries within the period, you can select a multiple months in your ‘from’ and ‘to’ date selections.
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The posting date can be edited on all project postings except for WIP adjustments. |
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