Once the documents for the project is processed, you may update (post) the documents to the ledger.

Once the documents are updated (posted) to the ledger, these documents will be added to the Transactions tab of the project(s). 

To post or update your documents: 

1.On the Action ribbon, select Update ledger (F3). The “Update Invoices” screen will be displayed. 

projects-update-ledger-all

2.Select each document type (i.e. “Purchase, Supplier return, Invoice” and “Credit note“).

DO NOT SELECT “All” option. If the “All” option is selected, the Project Quote will also be posted (updated) to the ledger. 

It will incorrectly post (update) transactions as follows:

projects-updated-project-quote-print-batch

Note document “D000001” is processed in the Project Quote tab of the selected project, and only included in the “All” document types selection on the “Update ledger” screen.  

3.Click on the Update button for each document type (i.e. “Purchase, Supplier return, Invoice” and “Credit note“)

Note if a document, e.g. “D000001” is processed in the Project Quote tab of the selected project, it is included in the “All” document types selection on the “Update ledger” screen. 

If you have posted (updated) the ledger using the “All” document types selection on the “Update ledger” screen, these Project Quotes may post incorrect transactions to the ledger.