Performing Mass Journal Posting

Use the Mass Journal Posting form to post transactions from one or more journals to the ledger.

Optionally, you can choose to post system journals using the Background Queue by selecting the Post In Background Queue check box on this form. The system activates the Background option on the Actions menu when this check box is selected. You must select at least one system journal and then specify the background task options. The journals are locked as part of the posting process run in the background. After the selected system journals are posted, if there are any errors, a Mass Journal Posting Background Message report shows the error messages.

Caution: If you have transactions that are out of the current period but elect to post them, mass journal posting does not prohibit you from doing so. Make sure that the Post Through date is correct. The out of period warning displays only after all posting is complete.

For each journal you want to post, select the Post check box. You can select the Post check box for journals with a status of To Print or To Post at any time. For journals with other statuses, you must first select the Post In Background Queue check box.

Note: When you select a journal to post, journal locking is activated. Clearing a journal's selection in the Post column deactivates journal locking for it.

To compress the journal before posting it, select the Compress Journal Before Post check box, and then select the Compression Level (Reporting Unit or Account).
Caution: If you select this check box, the journal entries will be combined by account and then totaled. The detail will be deleted prior to posting. You will also lose any journal control number information.
To have the system delete the transactions from the journal after they have been posted, select the Delete Transactions After Post check box.
Note: If you are posting a distribution journal, you must select this check box.
In the Reversing Transaction Date field, select the date to assign to reversing transactions, or accept the default value, which is the current date.
To assign the same date to all the posted transactions, select the Single Date To All Entries check box. Then, in the Date For All Transactions field, enter the date to assign to them.
In the Post Through field, enter the date through which to post transactions.
To print the report, click Process.
The Print option is automatically selected. You must first print the posting report for auditing purposes before you can actually post the transactions. This report provides a listing of the transactions associated with the journal you are going to post.
You are prompted to print the report; click OK.
After you view and verify the report, select Commit and click Process to post the journal.

Note: The posting process will not stop if errors are encountered. All selected journals are posted before the error messages display. Therefore, you do not have to sit and watch the posting process; it will complete on its own. When finished, any errors display on a journal-by-journal basis.