Permissions 

The ability to make Recurring Postings is an additional permission that must be added to the user profile. Only users who have this permission will be able to view the setup screen for recurring postings

Users must also have Post to Nominals to post the recurring postings.

1. Go to System > Staff & Fee Earners 

1. Select Staff Member 
2. Select the Maintain Recurring Postings permission

1. Click Save

Setting up Recurring Postings 

1. Go to Accounts > Recurring Postings 

1. Select the Recurring Postings Tab 

1. Click Add
2. Select the type of posting from the drop-down list 

1. Look up the required Nominal Ledger 

1. Enter the financial details for the posting

1. Click Confirm to save the recurring Nominal 
2. The entry will be added to the Recurring Nominal List 

 

**Items can be sorted by the column headings if required.  This will sort the entries in descending order (A-->Z, 100-->1)**

 

The columns Non-Current, Include and Print Cheque cannot be used for sorting.

 

Editing Recurring Postings 

1. Select the Recurring Postings tab.
2. click on the pen icon on the entry that you wish to edit.

1. make any changes to the recurring posting as needed.
2. click confirm to save the changes.

Posting Recurring Postings

1.  Select the Postings Due Tab 
2. Select all postings to be included in the batch posting.  Entries can be selected individually by ticking the Include box on the entry line, or the options for Select All / Deselect All can be used.

1. Totals will update accordingly when selections are made

1. Entries can be edited before posting if required eg Ref and Description can be amended

 

Any edits made to the posting entry will only affect this posting, this will not change the original details of the recurring posting that has been set up.

1. Once all entries have been selected Click Post

1. A pop up will appear to confirm the batch posting has been successful

Please note the following: 

• Recurring Postings are available for N2 - Nominal Debit/Credit and N3- Nominal Petty Cash Postings.
• Recurring Postings occur every 28 days; it is not possible to set other recurrences.
• VAT fields will appear for Nominal Ledgers that have been marked as VAT Liable.
• Any warnings or errors will stop the whole batch being posted.  A Warning pop up will appear to inform the user of the error that needs corrected. 
• Error triangles will also appear next the relevant transaction entries.
• Only transactions that have been selected for inclusion in the posting will be checked for errors.