View Posting Suggestions

Use the Project Posting submodule to view posting suggestions that show you how the journal entries will appear in the general ledger before you post them. Depending on the entry type that you selected in the top grid of the Project Posting submodule, the information displayed could include the post date, voucher date, entry date, account type, account number, account description, amount, job name, and creditor name (for vouchers).

To perform this procedure, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To view posting suggestions:

1. On the main toolbar, click Finance & Administration .
2. In the left pane of the Finance & Administration screen, click General Ledger > Project Posting.
3. If you have more than one company in your system, use the drop-down list above the left pane to select the company for which you want to view posting suggestions.
4. In the top grid, select the appropriate journal type.
5. In the Include up to this date field, enter a cut-off date.
   In the bottom grid, WorkBook displays the entries for the journal type that were posted up to the cut-off date.
6. In the bottom grid, click the Suggestions icon . The icon name depends on the journal type that you selected in the top grid.
7. On the toolbar of the bottom grid, click Show posting suggestions .
   WorkBook displays the posting suggestions in the bottom grid.
8. To find a specific entry, enter a search string in the Search in grid field.