Status

Financial Documents can have one of 3 status values:

• INUSE
• • Financial Documents having this status can be further modified.  
  • Once all fields have been entered as desired, the document can be posted.
  • Only those users with the necessary xx Poster role can post INUSE documents.
  • Users having the xx User role can submit documents (such that another user having the xx Poster role can subsequently post the entry).
• SUBMITTED
• • Once a financial document has been submitted, the status will be updated to SUBMITTED.  
  • Editing a financial document in this status will update the status back to INUSE.  
  • Financial Documents having a SUBMITTED status can be posted (by users having the xx Poster role) in bulk directly from the corresponding financial document list screen.
• POSTED
• • Once a financial document has been posted, the status will be updated to POSTED and no further modifications will be allowed.  
  • In order to modify a posted financial document, you would need to Void the original entry and create a new entry with the desired values.  
  • Only posted documents will appear in Financial reports.