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How to transfer posted vouchers automatically?

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Posted on by AbdullahAhmed_

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when posting a free text invoice, it should create a voucher but the voucher isn't transferred automatically. Instead it gets stuck in Subledger journal entries not yet transferred

and I have to transfer it manually!

How can I disable that?!

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André Arnaud de Cal... 307,711 Super User 2026 Season 2 on at

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Hi Abdullah,

You can check the settings for automatic transfer of the subledger entries on the General Ledger parameters form. In case it is set to running in the background via the Batch framework, then check if the batch job is present and is not in a withhold state.
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Saif Ali Sabri 2,864 Super User 2026 Season 2 on at

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It could be due to the batch jobs or transfer settings not being configured correctly for automatic processing. There may be an issue with validation or account setup.
AbdullahAhmed_ 525 on at

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I don't know what batch or configuration the experts suggested.. but I found this:

It's set for Asynchronous.

Synchronous option is depricated!
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Saif Ali Sabri 2,864 Super User 2026 Season 2 on at

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Batch Job Setup: Ensure you have the "Transfer posted journals to General Ledger" batch job running. This job moves vouchers from the Subledger to the General Ledger, and it should be scheduled to run automatically.

Posting Settings: Go to Accounts receivable > Setup > Accounts receivable parameters > Ledger and sales tax and confirm that the settings under the "Post to General Ledger" section are set to transfer the voucher automatically.

Subsystem Transfer Rules: If you have multiple ledger accounts or dimensions involved, verify the rules for transfer under General ledger > Setup > Ledger setup > Subledger transfer rules to ensure that they align with your requirements.

Error Logs and Pending Transactions: Check General ledger > Periodic tasks > Subledger journal entries to see if there are any entries with errors or if they’re in a pending status. Often, errors in specific transaction lines prevent the entire voucher from transferring.
AbdullahAhmed_ 525 on at

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Thank you for your detailed reply but I still can't find anything related to Post to General Ledger!

and there's no error with the entries.. it's just waiting for manual transfer.
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BillurSamdancioglu 21,473 Most Valuable Professional on at

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You need to go to general ledger parameter to be able to fınd the tab that ıs offered.
AbdullahAhmed_ 525 on at

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Yes this is the what I found In General ledger parameters.
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BillurSamdancioglu 21,473 Most Valuable Professional on at

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If it is not sync, then will not be auto posted. Async is for manual posting. Batch is for batch posting.
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Frank Hamelly | MVP... 46,633 Moderator on at

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This article might help - Subledger transfer to the general ledger - Finance | Dynamics 365 | Microsoft Learn

Clarification - Asynchronous does not imply manual posting - it's automated but requires a batch server operating properly. In fact, Synchronous posting was deprecated, even though the menu option is still there.
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Saif Ali Sabri 2,864 Super User 2026 Season 2 on at

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Set Up Posting Profiles: Make sure that posting profiles are properly set up in your module configurations (e.g., Accounts Receivable > Setup > Posting profiles). These profiles define how the transactions will post to the GL and are essential for automatic processing.

Batch Jobs for Posting:

In General Ledger or Accounts Receivable, go to Periodic tasks > Batch jobs and ensure that batch jobs are scheduled to process and post transactions automatically.

Check Ledger posting batch jobs to confirm that the transactions move to the General Ledger automatically after the initial posting.

Automatic Posting Parameter:

Go to Accounts Receivable parameters (or the relevant module where you post the voucher) and check the General tab. Look for parameters like Post to General Ledger (or similar wording) and ensure it’s enabled. This allows automatic posting to the General Ledger after the voucher posts in the sub-ledger.

Voucher Workflow: If you’re using workflows, ensure they’re configured to trigger posting upon approval if necessary. Sometimes, approvals need to complete before vouchers move to the GL.

Verify Integration Setup: If you’re using integrations (like with an external bank or ERP system), ensure they are set to push entries automatically to the GL.

There could be an issue with security roles or customizations affecting the posting.