Print or Preview a Posting Log

A posting log enables you to view information about a batch of transactions.

Vision produces a posting log each time that you post a transaction. The log lists all disbursements posted during that session. Vision Configuration provides an option that you can set to print posting logs automatically when a transaction is posted.

If your firm uses the Deltek First Vision Essentials cloud version of Vision, the Print option is not available. You can preview reports onscreen and then print the reports from the Preview window.

To print a posting log, complete the following steps:

1. From the Vision Navigation menu, click Transaction Center > Posting Logs.
2. In the Transaction Type field on the Posting Logs form, select a transaction type. The Transaction grid lists all transaction files. (If you want to view only those transactions that you created, select Show only transactions created by me.)

   The transaction type list is filtered based on your security role's access rights. If you use Vision Multicompany, this list is further refined based on the active company. See the Accounting tab of Role Security (Configuration > Security > Roles) for more information.

3. Highlight the transaction files for which you will print a log. A posting log can be identified by the posting sequence number or the date and time stamp of the posting.
4. Click the Posting Log icon on the toolbar.
5. Click Print on the Posting Log menu to send the posting log to your default printer or click Preview to view the posting log on your screen.
   • If you selected Show Report Options on the Transaction List menu, Vision displays an Options dialog box. On the dialog box, you can set reporting options for a Posting Log before printing or previewing it.
   • A document icon displays in the Supporting Documents column if the transaction has associated supporting documents. If you are viewing the report from the Preview window for AP Vouchers, AP Disbursements, or Employee Expense transactions, you can click this icon to launch the supporting documents in your PDF browser. However, if you are viewing the report as a PDF, clicking the icon does not open the supporting documents.