As you enter transactions, they are stored in a batch. While you are in the batch, nothing is finalized and you can edit, delete, or add transactions without making permanent changes. Once a batch is ready, verify everything is correct by reviewing the edit report available in each module and then post the batch. When you post a batch, all the transactions are permanently recorded in the system and corrections can only be made when you enter adjustment transactions. A posting/audit report will show a detailed summary of where the amounts are posted and what accounts are affected.

Also, after you post a batch of transactions, the batch is removed from the system and you need to create a new one the next time you enter transactions. This helps preserve the integrity of your audit trail and is an incentive to carefully review transactions in each batch before you post them.

See Posting Integration for how information is shared between modules during the posting process.