Running the Amortization Posting Utility

  1. Specify the ranges of these values to include in the Amortization Posting:
    • Customers
    • Reference numbers
    • Invoice numbers
    • Amortization account numbers
    • Offset account numbers
  2. This information is displayed:
    • The period number from the Accounting Periods form.
    • The fiscal year from the Accounting Periods form.
    • The post date, which is displayed as the current date. You can select a different date.
  3. Select Update Status to update the Amortization Schedule Status.
  4. Select Post All Past Amounts to post all past amortization schedule amounts.
  5. To view the results before processing, select Preview and click Process.
  6. To run the utility and post the information, select Commit and click Process.
Related topics
Using Amortizations