Overview
Use the dialogue posting function to enter postings and immediately journalise them in compliance with GOBD.
Enter and post booking
Navigation:
Open Finance > Postings > Dialogue postings
Fill in the mandatory fields, at least the posting date, external document date, the debit account, the credit account and the amount. Other fields in yellow are also mandatory.
Complete other fields.
Post the transaction using one of the following options:
Key combination CTRL+S
Click on the Post button
Click on the disc symbol
Important: Saving and posting are identical for dialogue posting. The posting is immediately written to the journal.
Clearing function
If you are using a person account, the clearing area is displayed and you can
Assign the posting amount to open items.
Offset postings against each other.
Detailed information can be found in the article"Clearing".
Check postings
A link to the posting log appears in the notes area immediately after posting.
Below the entry screen you will find a journal extract as a table.
This is sorted by creation date by default, with the most recent entry being the first in the overview.
Changing postings at a later date
Journalised postings can only be edited in a few fields (e.g. cost dimensions). Click on the booking number in the journal table.
If you would like to change other fields, the article Cancellation and correction describes the correct procedure.
Create posting templates
You can save frequently used postings as a template:
Select a recorded posting in the journal table.
Right-click to open the context menu and select Create template.
The template is saved in your workplace menu.
You can reuse the template for future postings.
Tags:
#journal #mandatory field #booking #booking template #correct