Post an Invoice without sending it to the Accounting System

Owned by Former user (Deleted)
Last updated: Dec 07, 2016 by Kjersti Hartvedt

Question

Can an invoice be posted in Dataloy without sending it to 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 will be moved to the Posted section with the permanent status Ready for Posting.

Skip to posted option should be used with care.

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

  1. Locate applicable invoice under Pending and assemble the invoice as usual.
  2. Open the Assbembled view.
  3. Select applicable invoice.
  4. Click the Skip to Posted.
  5. The selected invoice is moved to the Posted view.