To view the Posting Journal, click Posting journal on the Dashboard or go to Main menu > Finance > Posting journal.

The Posting Journal provides an overview of all products that are posted in a given time period, making it easy to check if individual items have been posted correctly. You can also use this report to review rebates.

Report data

Postings are grouped by service. Click the + button to expand a group and view more details about individual postings.

This report is divided into the following columns:

  • Item - Individual item posted to a bill.
  • Status - Current status of item. Items in the Posting Journal are either Active or Canceled.
  • Order - Service order that item is attached to.
  • Created - Date and time that the item was created.
  • Customer - Customer whose bill or profile the item was posted to. Click on a customer's name to open their profile.
  • Charges - Amount charged for the item. Collapse a group to view the total amount of all charges in that group.
  • Rebates - Amount that was rebated for the item. Collapse a group to view the total amount of all rebates in that group.
  • Cost - Total cost of item. Collapse a group to view the total cost of all items in that group after rebates.

Report filters

You can select from the following filter options before you run the report:

  • Start - Select a start date to restrict results to a specific time period.
  • End - Select an end date to restrict results to a specific time period.
  • Type - Select one or both of the options:
    - Charges - Select this option to include items that have charges attached.
    - Rebates - Select this option to include items that have rebates attached.
  • Status - Select one or both of the options:
    - Active - Select this option to include items that are active.
    - Canceled - Select this option to include items that are canceled.
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