Transactions Tab of Transaction Posting

Use the Transactions tab to select one or more transaction files to post, or to schedule for posting at a later time.

Contents

Field Description
Transaction Type From the drop-down list, select the type of transaction file that you want to post.
Type This field displays the transaction type that you selected.
File This field displays the transaction file name, as entered on the New File dialog box.
Creator This field displays the username of the person who create the transaction file.
End Date This field displays the end date of the transaction, as entered on the New File dialog box.

If Vision is configured to require that transaction dates fall within the current fiscal year or current fiscal period, you cannot select a file for posting if its end date does not meet that requirement.

Period This field displays the transaction period, which is determined by the transaction End Date.
Show only transactions created by me Select this option to view only the transactions that you created.