How to Set-up Valid Posting Period

Modified on Thu, Oct 26, 2023 at 3:07 PM

How to Set-up Valid Posting Period


Overview:


Valid Posting Period allows the user to control the posting of account entries based on the set valid dates in the System. By using the Valid Posting Period, it may limit the encoding of Backlog Transactions or Advance Postings. This function can be setup for all users or for specific user only.


Procedure:


In System’s Header, click Account Option then choose ‘Advance Options’


How to set-up for all users


In the Valid Posting Period tab, select a Valid Date and Rule


  1. Valid Date – The date on which a user is allowed to post a transaction within a specified date range.
  2. Rule - Validation options: How the system handles the posting of transactions when they are not within the valid date. Below are the options.
  1. Block – Unable to proceed with the saving of the transaction if it's outside the valid posting date.
  2. Warning – A prompt message will inform the user that the date is not valid, but it still allows the user to proceed with the saving.
  3. Need Password – Authorized credentials will be required if the date is not valid before the user can proceed with the saving of the transaction.


Once done, click Save Changes


How to set-up per User


In the Valid Posting Period tab, click + Add User Settings


Supply all required fields:

  1. Valid Date
  2. Rule
  3. Users - One or multiple users

Once done, click OK


Next, click Save Changes in Valid posting Period Screen


Application:


User is now unable to post a transaction if it’s not within the valid date.





For further concerns regarding this matter, please contact support to assist you or create ticket thru this link https://support.qne.com.ph

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