Viewing unposted transactions

If your administrator has selected this option(see About marking unposted transactions), unposted transactions created with batch control in effect can be identified as unposted on the AR/Cash area of the Manage customers window and on all Transaction Ledger windows.

To view unposted transactions

  1. From Customers, select Manage customers to open the Manage customers window.
  2. Click Find.
  3. Enter the customer ID and press Enter.
  4. Select the AR/Cash tab to view the customer's AR/Cash information. (U) is displayed in the column to the left of the Ref Num.
  5. Double-click an invoice to open the Transaction Ledger window.
  6. The window, as well as the columns in the window, can be resized.
  7. Any unposted transactions are marked (U). The description fields are appended with the batch numbers.
  8. Click OK to close the window.