Post a journal to the general ledger

Post a journal to the general ledger

Part 1: Make a change to the General Parameters
1. Click the Open icon.
2. Type general par in the Filter field.
3. Click the General Parameters list item.
4. Click the OK button. The General Parameters form opens.
5. Click the General tab.
6. Click to clear the Multiple Financial Sets of Books check box.
7. Click the Save button. A dialog box opens with the message, “General Parameters have 
changed. [Login] must be performed.
8. Click the X on the General Parameters form.
Part 2: Post your journal to the general ledger. Make sure you set the posting process to delete 
the entries from your journal
1. Click the Open icon.
2. Type journal entries in the Filter field.
3. Click the Journal Entries list item.
4. Click the OK button. The Journal Entries (Filter in Place) form opens.
5. Click the Journal drop-down list.
6. Click the [your journal id] list item. This is the journal you created in Exercise 4.1.
7. Click the Filter in Place icon.
8. Click the Post Journal button. The Ledger Posting for Journal (Modal) form opens.
9. Verify the Delete Transactions After Post check box is selected.
10. Verify [first date of the next month] is selected in the Reversing Transaction Date field. 
(Example: 8/1/20XX)
11. Verify [last date of the current month] is selected in the Post Through field. (Example: 
7/31/20XX)
12. Verify the Print radio button is selected.
13. Click the Process button. A dialog box opens with the message, “[Journal Transaction Report] 
will be printed.”
14. Click the OK button. The Ledger Posting for Journal Report opens in a new tab.
15. Click the X on the report tab to close. A dialog box opens with the message, “Report Submitted”. 
16. Click the OK button. The Commit option becomes available so that you can post the journal.
17. Click to select the Commit radio button.
18. Click the Process button. A dialog box opens with the message, “[Post] will be performed.”
19. Click the OK button. A dialog box opens with the message, “X Journal Transaction(s) were 
posted.”
20. Click the OK button.
21. Click the X on the Ledger Posting for Journal (Modal) form.
22. Click the X on the Journal Entries form.

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