Holding a Journal to Delay Posting

You can hold journals before posting them. There are many reasons why a journal might be held, for example:

  • The journal does not balance, perhaps it is time for lunch or you need to investigate a problem with the journal details
  • You do not have the authority to post the journal and it must be approved by a supervisor operator.

Holding a Journal

To hold the current journal on Ledger Entry (LEN), select Action > Hold.

Alternatively a journal can be placed on hold by:

  • The journal posting process, if the journal cannot be posted.
  • The Ledger Import process.
  • The multipart split transaction option in Account Allocation.
  • The Authorization process, if the journal type requires authorization.

Printing Held Journals

Held journals are not included in general Financials reports. However, you can print the held journals using the Held Journals Listing. If you are not familiar with the steps required to print, view or store a report, see 'Running a Report'.

See also 'Recalling a Held Journal'.