The Financial Postings financial postings tab is where you go to see all the posted financial transactions on the specific job.
It’s a financial summary of the posted information from the other costs tabs. It also shows what accounts they were posted to and what has been debited and credited from balance sheet accounts to the show the financial transactions detail as it recorded in your chart of accounts, both balance sheet and P&L.
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Your posting configurations may differ from the below. Please contact your finance manager for information specific to your company. |
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 |
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1 | View options |
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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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