Before you need to print reports, you need to check for unposted batches and documents. The transactions in batches and documents which are not posted (updated) to the ledger are not be included in reports. 

Some examples, where this is important:

  • Before completing your tax returns
  • Before sending out debtor statements and creditor remittance advises, etc.   

You may also print a trial balance, income statement or balance sheet for unposted transactions in batches in the Ledger analyser - Unposted batches.

To check for unposted items: 

  1. On the Default ribbon, select Input → Checking unposted items 
  2. This will list the unposted batches and the number of documents for each document type (i.e. invoices, credit notes, purchases and supplier returns).  

If there are no unposted batches and / or documents, this screen will not be displayed.

You may move your mouse over an area at the bottom of the screen, click and drag this screen to the required size.