Post Transactions

Use Post Transactions to transfer the imported cash receipts to Edifice's Daily Work Cash Receipt Transaction file.  During this routine each transaction in the import file is assigned the next available Transaction Number when it's moved to the Daily Work cash receipt transaction file.

Notes:  

• No further Cash Receipt Import work should be performed until this step has been successfully completed.  

• Maintain a final copy of the Cash Receipt Import Journal prior to starting this routine.

• The Cash Receipts Import Post Transactions routine can be re-started, if it does not complete.

• After the post completes, you can run the cash receipts edit journal for the clerk that was used in the Import Cash Receipts routine.  Use this journal to verify that the imported payments were moved over to the cash receipts transaction file.

Directions:

To see directions for...

• Opening the Post Transactions, click More.

  • Click Post Transactions on the Cash Import Fast Access Panel.

  • Or, click the following sequence:  
    Daily Work from the Menu; Cash Receipts; Cash Receipts Import Routines; Post Transactions.

  • Or, use the keyboard shortcut:  [ALT] [y] [c] [r] [t].

  Cash Receipts Import Post Transactions Window Example:

  

   

• Choosing the Selections, click More.

   

  Cash Receipts Import Post Transactions Prompts Tip:  For more information about a field, click the hyperlink for the field name.
  	To begin the Cash Receipts Import Post, click Post. Keyboard shortcut:  [ALT + p]
  	To escape from this routine without posting, click Cancel. Keyboard shortcut:  [ALT + c]
  	When the Cash Receipts Import Post Transactions successfully completes, the Status Window displays this message: Process Complete - xx records To close out of the routine, click Done. Keyboard shortcut:  [ALT + d] Note:  If the Cash Receipts Import Post Transactions does not complete, this message alerts you.