This article describes how to add a new Posting type within Insight
Posting descriptions are unique codes used to identify transactions in the General Ledger. There are automatic ones in place, more can be added is needed
Adding Posting Descriptions
- Go to System > Settings
- Scroll down and select Posting Types
Here, you will see a list of the posting types on the system
Underneath there is an area to show the Mode - there are 3 types
- Auto Suggest - Suggested descriptions based on postings previously entered into the system
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- You will need to enter a number of months and number of occurrences
- For example, if this is set to 3 months and minimum occurrences were set at 3, a description would only be suggested at the point of posting if it had been entered 3 other times in the last 3 month
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- Disabled - No description will be suggested when posting using this posting type
- Predefined List - You can set up a list of preferred descriptions for this posting type, which can then be chosen when posting
Click Add Description
Add in a code and description, click Save
Selecting on a Matter posting
- To use the predefined list, go to Accounts > Client and choose the right matter
- Once here, select the right posting type
- You can then input the code or the beginning of the description, and this will bring up the descriptions