Accounts Posting Maintenance

This screen is available from Others > Finance Check if you are using one of the following Accounts Software (see: System Menu)

Xero
KashFlow
Sage Business Cloud
CSV

The purpose of this screen is to make the accounts systems postings transparent to users, so you’re able to see everything waiting to post, everything which failed posting, and an archive of all historical (successful) postings.

The purpose of this tab is to display all postings which haven’t been posted yet. Usually for the first three accounts systems shown above you won’t see anything in here, but if you’re using the CSV option then all postings will queue here until you export them (for file formats, see: Accounts Software - CSV)

This screen will show all the postings which have failed to post to your accounts software.

The ‘Reference Number’ will show a reference applicable to the ‘Posting type’, for example, ‘Create/Update Account’ will show the customer/supplier account code in the ‘Reference number’ column.

The reason will display the reason why the posting failed, as returned from the accounts system from VC v3.2.0.
The repost buttons allow you to repost the transaction after making any relevant corrections.

This screen will show all the postings successfully sent and processed by your accounts software.

If for whatever reason you need to repost a transaction, you can use the buttons available at the bottom of the screen.