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The Financial Postings financial postings tab is where you go to see all the posted financial transactions.

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ON THIS PAGE YOU WILL FIND:

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NAVIGATION

  • Go to the Jobs jobs module > Select select the job > Costs > Financial Postings costs sub menu > then go to financial postings tab

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#

NO.

FIELD

DESCRIPTION

1

View options

  • Account summary -

summarizes
  • summarises transactions by GL account

  • All details - shows all transactions with posting information

2

Search

Search by name, account number or amount

3

From

Enter the date you want to search from or leave blank to go back to the start of the job

4

To

Enter the date you want to search to

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UNDERSTANDING FINANCIAL POSTINGS

The posting configuration on a job dictates where the financial transactions are posted. To see what posting configuration is applied to the job

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:

  • Go to the job settings properties sidebar > job finance settings :menu

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Account Summary view

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All Details view

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Filter by label (Content by label)
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