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  • Batches Part 3: Posting a Batch in Microsoft Dynamics GP
August 18, 2022

Batches Part 3: Posting a Batch in Microsoft Dynamics GP

Batches Part 3: Posting a Batch in Microsoft Dynamics GP

by AccSoft Evangelist / Monday, 28 February 2022 / Published in Add-on, Dynamics GP, Technology
Batches Part 3 - Posting a Batch in Microsoft Dynamics GP

Batches are groups of transactions, identified by a name or a number that you can use for identification purposes, and to make the process easier. You can use batches to group similar transactions during data entry and review them before posting at a later time. Similarly, you can identify batches as a group of transactions entered by a specific employee or on a particular date.  

 

Batch posting allows you to post a group of transactions simultaneously.  The benefits of batch posting include easier usage and efficiency for entering large quantities of transactions and tracking transactions for audit purposes. Also, for consistency of process, we can even enter and post single transactions by batch.

 

To get the most benefit from batches, it is experts recommend to always print and review the Batch Edit Lists.  You can avoid many posting interruptions simply by printing the Batch Edit List prior to posting and checking for errors. Most importantly, the Batch Edit List can be printed from any module’s Batch Entry window from the printer icon on the top right of the window.

 

Posting a batch

Use the Payables Batch Entry window to post a batch. Click Purchasing →Transaction →Batches

posting a batch

  • Select Batch ID by clicking the lookup or magnifying glass.
  • Check the posting date and currency ID.
  • Verify the batch total under Actual.
  • Click ‘Post’.

 

Posting makes transactions part of your company’s permanent records. Until they’re posted, transactions can be modified, voided, or deleted. Once we post it, they are not alterable, though you can enter correcting transactions.

 

Want to know more about batches in Microsoft Dynamics GP? Then visit us at Microsoft Dynamics GP – Great Plains.

No need to worry, AccSoft Business Solutions will help you in dealing with the issue you are looking at now.

You can email us at info@accsoft.com or call us at 1-888-929-3266 to get a free demo of 1 hour.

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Tagged under: Accounting Solutions, accsoft, Batch posting, Create Batches in GP, dynamics gp, ERP Solutions, ERP Systems, ERP Technology, Microsoft Dynamics GP, post batch, Posting a Batch in GP

About AccSoft Evangelist

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