Introduction
This article will walk you through how to change the posted month on a previously posted accounting batch. This would be done if you accidentally posted transactions into the wrong month.
Prerequisites
- Enterprise Financials
- If your agency doesn’t currently have this option and you’re interested in learning more, please contact success@extendedreach.com
- An extendedReach User ID with full Administrator user permissions
- There must be a previously Posted Batch. For information on Posting to your Accounting System, click here
Instructions
From your workspace navigate to the Administration Menu > System Settings > Posting: Posted by Batch.
Above screenshot shows where to access Posting: Posted by Batch.
- Click Recreate Posted Batch File.
- Type in the Batch number you wish to recreate (leading zeros are not necessary).
- Check “Change posted month”.
- Post to this month: select desired month and year.
- Click Submit.
Above screenshot shows changing the Posted Month process described above.
After you click Submit, the pop-up will refresh and display a file to download.
- Click on the file name to open it or right click on the file name and select "Save Link As".
- Save the file to your computer.
- Then import/upload the file into your accounting system.
- You can now close the pop-up window.
Above screenshot shows how to save the export file.
The next time you navigate to the Administration Menu >System Settings > Posting: Posted by Batch you will see that the Batch displays the last date of the new posted month. If desired, you can click the Refresh button on your browser window to see that change now.
Above screenshot shows how to refresh your Posted by Batch screen.