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Posting journal

To access the posting journal section go to Main Menu > Finance > Posting Journal

The Posting Journal section provides an overview of all products registered in a given period of time, making it easy to check whether individual articles have been registered correctly.

You can also use this report to review discounts.

Report data

Postings are grouped by service. The report is divided into the following columns:

  • Item: Single item recorded on an invoice.
  • Status: Current status of the article. Items in the Posting Journal can be Active or Deleted
  • Order: Service order to which the item is attached.
  • Creation: date and time when the article was created
  • Charges: Amount charged for the item. Expand the group to see the total of all charges in that group
  • Discounts: total discount applied to the item. Expand the group to see the total of all discounts applied in that group
  • Cost: total cost of the items.

Filters

You can choose from the following filters before checking the report:

  • Start: Select a start date to narrow the results to a specific time frame
  • End: Select an end date to narrow the results to a specific time frame
  • Type: select one or more options from the list
  • Charges: select this option to include all items with charges
  • Discounts: select this option to include all items that have attached discounts
  • Status: select one or more options from the list
  • Active: Select these options to include all articles with an Active status
  • Canceled: select this option to include all articles with a status of Canceled
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