RE: US Payroll, on post statement, ledger entries not auto posted
By default, when you post a pay statement in Dynamics 365, the ledger entries should be automatically transferred to the general ledger. However, if the ledger entries are not automatically transferred, you can try the following steps to manually transfer the entries from the "Subledger journal entries not yet transferred" window:
1. Go to "Payroll" > "Pay statements" and select the pay statement you want to post.
2. Click "Post" to open the "Post pay statement" form.
3. In the "Posting date" field, enter the date you want the entries to be posted on.
4. Select the "Post to general ledger" check box.
5. Click "OK" to post the pay statement.
6. After the pay statement is posted, go to "General ledger" > "Journals" > "Subledger journal entries not yet transferred".
7. Select the journal batch that contains the entries you want to post.
8. Click "Transfer" to transfer the entries to the general ledger.
9. After the entries are transferred, go to "General ledger" > "Journals" > "General journal" to verify that the entries have been posted.
If you want to automate the process of transferring the entries from the "Subledger journal entries not yet transferred" window, you can set up a batch job to transfer the entries on a regular basis. To do this, go to "General ledger" > "Periodic tasks" > "Transfer subledger journal entries" and set up a batch job that transfers the entries at the desired frequency (e.g., daily, weekly, monthly).
