The 'FINALISE'' Button Finalise button is available in all modules that contain transactions that do not require shipment or invoicing, and works the same way in every module.
Once a transaction has been entered you need to click on the 'Finalise' button to complete and post the transaction.
The Finalise Button works the same way in all modules.
Finalising a transactions updates the General Ledger.
The Finalise button is available in all modules where transactions are being entered and need to ONLY be FINALISED no Shipment or Invoicing Required. Finalising a transaction completes and posts the original transaction, creates an open item, and posts the open item to the General Ledger.
When you click on the action button of Finalise on any transaction, the status of that transaction = Posted.
The example below shows how the Finalise button is used to finalise a customer payment:
- In the navigation panel, go to Relationships then Payments.
- Locate a customer payment that you wish to finalise.
- Select the card ID of the customer who has made the payment.
- Enter the value of the payment received.
- Select the correct tender method.
- Enter a description for the payment.
- Click Finalise. This finalises the payment. Note that the payment may need to be allocated later on.