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Microsoft Dynamics GP (Archived)

Bank Transfer Posting

Posted on by 65

I am attempting to allow a user to perfrom a bank transfer posting. However the user cannot post the entry. I have allocated the following task to the user: TRX_FIN_003 and TRX_FIN_007.

But still the user is prompted with the error: You do not have authorization to perform transaction posting

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  • Suggested answer
    Nizamudeen Profile Picture
    Nizamudeen 790 on at
    RE: Bank Transfer Posting

    As par Mike said its correct , please verify once Is the Allow Transaction Posting checkbox selected , if not check this and try one more time....

  • Arayan Sinanan Profile Picture
    Arayan Sinanan 65 on at
    Re: Bank Transfer Posting

    Thanks Mike S. I figured it out the next day. But you are correct, i gave the user the necessary Security Task however the posting options were not set correctly. The posting option for this was not set to allow posting to the GL. Also i have subsequently learnt that you shouldnt allow the user to post through to the GL (bad practice, less headache however)...

    Thanks for the response none the less.

  • Verified answer
    Mike Smith Profile Picture
    Mike Smith 6,840 on at
    Re: Bank Transfer Posting

    Under Administration > Posting > Posting, change the Series to Financial and Origin to Bank Transfer Entry.  Is the Allow Transaction Posting checkbox selected here?  If not, check this and have the users try again.

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