Making Provisional Transactions Permanent

SunSystems Financials provides several different methods for you to make provisional postings permanent.

You can use Post Provisional Journals (PPT) to select a group of provisional transactions and make them permanent.

You can run either of the following standard Financials reports and set the required option to make any provisional postings included on the report permanent:

  • Daybook Listing (DYL) by setting the Definitive Request field.
  • Tax Reporting (TXR) by setting the Print Final option.

You can also make the transactions in a provisional journal permanent by recalling the provisional journal and posting them permanently in Ledger Entry (LEN).

Note: If sequence numbers are being assigned to ledger transactions, the number can be assigned when the provisional transactions are posted as provisional or permanent transactions. See the 'Sequence Numbering' section in 'What are Provisional Transactions?'.

See also 'A Quick Guide to Entering a Journal and Entering Provisional Transactions'.