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Hi,

Although we grant full access to Manage Financial Periods screen to the user role, the unposted transactions cannot be viewed by the relevant role. This issue was come after the upgrade. Is there any solution to resolve this ?

Thank you

Hi @nawanjanahansamali50 Which version you are using AC-279800: In some cases, users experienced performance issues when they opened the Unreleased AP Documents (AP656100) report by using the Unreleased Documents command on the Close Financial Periods (AP506000) form or by using the Unposted Documents command on the Manage Financial Periods (GL503000) form.

Steps to view the document 

Check if you have any popup blocker to open new tab when you click unposted documents;

Hello,

An alternate method of identifying Unreleased Batches is to use the Edit Reports in each module, and the Finance Post Transactions Process screen.

  1. Each Module has Edit reports that can be used to identify batches that are not released: on Hold, Balanced, Pending Approval, etc.  Select the period(s) to be closed, and select ON the option to include On Hold batches:
Print Edit Summary in each module to check for Hold/Balanced batches.
  1. Post Transactions process in Finance module can be used to identify all batches with Status = Unposted, grouped together in one screen:
Use Post Transactions to check for Unposted status batches.

Laura

Hi All,

Thank you so much for your kind support !!

Reply


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