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
Solved
The Unposted Transactions cannot be Viewed
Best answer by Manikanta Dhulipudi
Hi
Steps to view the document
Check if you have any popup blocker to open new tab when you click unposted documents;
1 person likes this
+13Hi
Steps to view the document
Check if you have any popup blocker to open new tab when you click unposted documents;
Acumatica Functional Consultant & Customer Experience Supervisor
+19Hello,
An alternate method of identifying Unreleased Batches is to use the Edit Reports in each module, and the Finance Post Transactions Process screen.
- 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:
- Post Transactions process in Finance module can be used to identify all batches with Status = Unposted, grouped together in one screen:
Laura
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
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