Frequent Postings

Owned by Sangamesh Nadagoudar
Last updated: Jun 21, 2019 by Massabe Lydiane
2 min read

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.

On this page:

Adding Frequent Postings

In order to add Frequent Postings, follow the steps below:

  1. On the Welcome Page, click on the Accounting tab on the toolbar.



  2. This will open the Accounting menu.



  3. Select Frequent Postings:



  4. Fill in the details as shown in the screenshot below: 



  5. 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.