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Change Posting Period/GL Code Credit
Function
Change the posting period of an employee expense reimbursement (TR) batch or change the credit side of the entry for a Cash Disbursement (CD) batch or Expense Reimbursement (TR) batch.
Things You Should Know
Operating Instructions
Change the posting period of an employee expense reimbursement (TR) batch or change the credit side of the entry for a Cash Disbursement (CD) batch or Expense Reimbursement (TR) batch.
Things You Should Know
- Access to this menu item should be limited so posting periods and GJ entry coding are not accidentally changed.
- Select Edit before choosing the batch and Save edit to save the change.
Operating Instructions
Click on edit before making changes
Click on save edit after making changes
Change Posting Period tab
TR Batch: Select the TR batch for the posting period to be changed.
New Posting Period: Select the correct posting period.
GL Code Credit tab
Select either CD Batch or TR Batch at the top of the form
TR/CD Batch: Select the TR Batch or CD Batch to be changed.
New GL Code Credit: Select the new GL code for the credit side of the corresponding batch.
TR Batch: Select the TR batch for the posting period to be changed.
New Posting Period: Select the correct posting period.
GL Code Credit tab
Select either CD Batch or TR Batch at the top of the form
TR/CD Batch: Select the TR Batch or CD Batch to be changed.
New GL Code Credit: Select the new GL code for the credit side of the corresponding batch.
