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Automate Ledger Settlement Process (10.0.31)

BillurSamdancioglu Profile Picture BillurSamdancioglu 19,703 Most Valuable Professional

In this new release, there are some wonderful functionalities that we can use in ledger settlements. 

It really helps users to be able to do the process by automatic settlement. You are able to setup rules by wizard to be able to settle transaction in automated way. You can define to settle by dimension, posting type or from debit/credit to start the settling the amount as settling rules.

Also in ledger settlements you can filter the main account easily to settle. You will be able to see the settlement id as default.Date range will be the same year.

While with a parameter you will be able to arrange how to  do year end-close. In transaction detail or as a lumpsum. So if you select as detail, it would be easire to see the details of the data you need to settle wit.

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