The financial postings tab is where you go to see all the posted financial transactions.
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 P&L.
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 module > select the job > costs sub menu > then go to financial postings tab
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 |
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:
Go to the job properties sidebar > job finance settings menu
Account Summary view
All Details view
