Bulk Posting of Documents

To post up to 200 documents:

  1. Click the tab for the document type you want to post
  2. Choose a predefined view from the drop-down list to select the records to display. Alternatively, you can select Create New View to define your own list view.
  3. Use the checkboxes on the left to select the documents that you want to post.
  4. Click Post.
  5. [Optional] Repeat the process as many times as required.

You are notified by email of the success or failure of this operation.

To monitor the progress of an Apex job, click Your Name | Setup | Monitoring | Apex Jobs. The queue lists any Batch Apex jobs that have not finished execution. The Total Batches column lists the total number of batches for the job. The Batches Processed column lists the number of batches that have already been processed. See the Salesforce Help for more information.

Note:

Sales invoices with income schedules are excluded from the bulk posting process.

Bulk Posting of Auto-Reversing Journals

If you have installed Accounting Winter 2024 or later and the Auto-Reverse field is selected on any of the journal records that you post, depending on your API configurations, you might receive an email for each journal that is posted and reversed.

For more information about the auto-reversing journal feature, see:

Tip:

We recommend that you post your journals through mass actions instead of bulk posting.