How To Setup AutoPost Journal

AutoPost feature is used to automatically post the journals within ledger, source, category, balance type, and period. The feature would make user easier posting many journal batches after review them. Here the steps to setup AutoPost journals:

Responsibility: General Ledger
Navigation: Setup > Journal > AutoPost

AutoPost Criteria Set Form

Criteria Set --> Criteria Set name

Description --> Description of Criteria Set

Enabled --> Tick to activate the Criteria Set

Posting Submission Options --> Submit All Priorities in Order

Priority --> Priority to process AutoPost Criteria Set

Ledger/Ledger Set --> Ledger/Ledger Set that used to AutoPost

Source --> Journal Sources to be posted

Category --> Journal Category to be posted

Balance Type --> Balance Type journal to be posted

Period --> period of journal to be posted

After setup the AutoPost Criteria Set, we can submit the concurrent program through the same form (Submit button) or from navigation View > Request.

Program - Automatic Posting

Program Name : Program - Automatic Posting

Parameter: AutoPost Criteria Set created

We can also schedule the concurrent program.