Frequent Postings is an integral feature that ease an accountant's tasks and aid in reducing errors. They rely on pre-configured Accounting Rules, and thus the accounting transactions involving debit/credit accounts are predefined too.
This enables users with non-accountant roles to do transactions. By simply selecting an accountant rule and providing the transaction details, one can perform a transaction.
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Adding Frequent Postings
In order to add Frequent Postings, follow the steps below:
- On the Welcome Page, click on the Accounting tab on the toolbar.
- This will open the Accounting menu.
- Select Frequent Postings:
- Fill in the details as shown in the screenshot below:
- Once you have provided the amounts for the transaction, click on the 'Submit' button.
Viewing the Transaction
After clicking on the submit button, you can see a summary of the completed transaction with details:
For more information on how to define Accounting Rules, see Accounting Rules.
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