Finalize Transaction Selections of Selected Creditors

Use the Remainder Handling tab to finalize transaction selections of selected creditors and convert them to financial transactions.

To use the Creditor List submodule, you must have access to Finance & Administration as defined in the Employee Cross-company Access submodule under Settings.

To finalize the transaction selections of a selected creditor:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company for which you want to finalize creditor transaction selections.
3. In the left pane of the Finance & Administration screen, select Creditors > Creditor List.
4. On the List tab, select the creditor with the transaction selections that you want to finalize.
5. On the Remainder Handling tab, click Finalise Selections on the top grid toolbar.
6. In the Finalise Selection dialog box, select the applicable date and click OK.