Posting Rules Overview

Posting rules are used to define how the general ledger is affected by Account Payable and Accounts Receivable transactions. For a transaction type—Invoices, Checks, ICA Checks, Billings, and Receipts—a posting rule detail identifies the general ledger accounts to debit and credit for each transaction.

Setup Details

Posting Rules by Transaction Type

Caution

Setting up posting rules is required. Without setting up posting rules specific to your organization, the system cannot post transactions properly.

Rules defined on the Posting Rules tab override all other selections made in other areas of setup. If you are having problems with transaction posting, check the posting rules setup.

Setup Questions