Work File Posting

Processing ‣ Work File Posting

Post Workfiles allows for work files that were created and saved at the Work File Entry Screen but not posted at that time, to be posted at a later date.

Selections

  • Ledger Date is the Date this batch of entries will be posted to the Clients’ account.
  • Description allows for the entry of a description to identify the posting, ie March Work Files
  • Workfile allows for specific or selection of workfiles to be posted. Leaving these fields blank will select all Workfiles.