FAQ - Sales Ledger

The following is a list of Frequently Asked Questions including queries or issues within the Sales Ledger area.

How can I check the result of a cash receipt journal before I post it

There are two options:

1. On the Cash Receipt Journal page, select Home - Post - Preview Posting. This will check for errors and list the entries that will be posted. See also Preview Posting Results.
2. If the GL account is ticked as a Reconciliation Account (this is a field on the GL Account card), on the General Journal page, select Home - Reconcile. This will list all of the GL accounts which are set as a reconciliation account, the value that will be posted to the account when the journal is posted (Net Change in Jnl.) and the balance in the account after the journal is posted (Balance after Posting).

I have posted a customer payment with an incorrect Posting Date, can I amend this?

You cannot change the posting date on posted transactions. See correcting posted general journals for details on what you can do.

I have posted a journal with an incorrect description, can I amend this?

On the Customer Ledger Entries page, you can Edit List and change the description on posted transactions.

I have posted a journal with an incorrect dimension, can I amend this?

Whilst you can amend the dimension on General Ledger Entries by running the Correct Dimension function, this only updates general ledger entries not entries in other ledgers including the customer ledger. See correcting posted general journals for details on what you can do.

'Posting Date is not within your range of allowed posting dates' error

Check the posting date on the journal line to make sure this is correct. If it is, you will need to speak to your finance super user to check your allowable posting dates.

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