Costs > Financial Postings
- Kat Grinter
- Heshan Lorenz-Daniel
- Kye Hush
The financial postings tab is where you go to see all the posted financial transactions on the specific job.
It’s a show the financial transactions detail as it recorded in your chart of accounts, both balance sheet and 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 |
|---|---|---|
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
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