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changes.mady.by.user Kjersti Hartvedt

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Question

Can an invoice or invoices be posted in Dataloy without sending it /them to an the accounting system?

Answer

Yes. All invoices in all Post Fixture modules (Accounts Receivable, Accounts Payable, Hire Payable) can be manually moved directly to the Posted section without being sent to any accounting system. Please see the below info/instruction.

The selected invoice /s will be moved to the Posted section with the permanent status Ready for Posting.Note: Posting invoices manually requires the manual entry of each invoice into an accounting system. Also:

Skip to posted is ONLY used when setting up an new system and there is a need to convert old, already posted invoices into the VMS. Status will immediately be set to posted option should be used with care.

Info

To How to post an invoice without posting it to the accounting :

Open applicable Post Fixture module and voyage.

system:

  1. Locate applicable invoice item/s under Pending and assemble the invoice by following the step-by-step instructions: (Select applicable: Accounts Receivable, Accounts Payable, Hire Payable).
  2. Once assembled, open the Assbembled section.
  3. Locate and select applicable invoice/s - it will highlight.
  4. Click Post Invoice. A pop-up will open asking to confirm move.
  5. Click OK.The pop-up will close and the selected invoice/s moved to the Posted section as usual.
  6. Open the Assbembled view.
  7. Select applicable invoice.
  8. Click the Skip to Posted.
  9. The selected invoice is moved to the Posted view.

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