What Is Direct Posting and How Do We Turn It On?

Direct posting allows users to post purchases directly to the account as if they are posting the invoice themselves. This eliminates the need for manual processing by accounts for these transactions.

Why Use Direct Posting?

Without direct posting enabled:

• Postings made by users will sit in the GANI (Goods Accepted Not Invoiced) account.
• These postings remain in GANI until the accounts team processes and posts the invoice against the GANI line.

By enabling direct posting, you streamline the process and reduce dependency on accounts for certain transactions.

How to Enable Direct Posting

To enable direct posting, follow these steps:

1. Access Staff Records:

   • Navigate to Setup > Staff Records.

2. Load the Staff Member:

   • Enter the staff number or use the drop-down menu to locate and load the required staff record.

3. Adjust Privileges:

   • Go to the Privileges tab.
   • Locate the option for Direct Posting and enable it by ticking the appropriate box.

4. Save Changes:

   • Click Save to apply the updated permissions for the staff member.

Important Notes:

• Only users with access to Staff Records can enable or disable direct posting.
• Direct posting permissions should only be granted to authorised personnel to prevent unauthorised postings.
• Ensure the staff member is trained in proper posting procedures to minimise errors.