Confusion on Save, Post, and Save and Post

Confusion on Save, Post, and Save and Post

Save, Post, and Save and Post

1. Save will save the document as a draft without posting the transaction to the general ledger. *
2. Post will save and post to the general ledger.
3. Post and close will do #2 and close the document.

*If save is clicked after posting, the posting will be updated.

    • Related Articles

    • What is the difference between Post and Close, Post and Save buttons?

      SAVE, POST and POST AND CLOSE When you are creating any document in AccountingSuite like Sales Orders, Item Receipts, Invoices, etc you have the option to Save, Post or Post and Close. Here are the major differences between these three choices. You ...

    • The AccountingSuite Command Bar

      The AccountingSuite command bar appears at the top of almost every screen in the application and contains actions that may be taken on the data showing on the screen.    For example, on the Sales Orders list view, you can use these actions to create ...

    • Can I "flag" a transaction for review later?

      Yes! Click the start next to the document or transaction number at the top of the screen. To visit your starred items, click the star in the widget in the upper right side of the navigation bar.

    • Sales Order - Pre-payments / Deposits

      Sales Order Pre-payments and Deposits (pre-invoice)  Payment may be received when customer orders have not yet been invoiced. This process allows companies to associate a payment (which could be a deposit, a pre-payment or other) with a sales order ...

    • Adding Sales Tax on Transactions

      Adding Sales Tax on Transactions To calculate Sales Tax on Sales Orders, Invoices and Credit Memos, follow these steps. Please note that this process will result in charges being assessed for sales tax calculation. ​ Create the Invoice or Credit ...