Backdating Posting

The Backdating Posting page allows you to process financial transactions against a date prior to the current financial date. This is used to record missed postings, correct historical entries, and make adjustments that must reflect on a specific past date. This guide will walk you through viewing and creating backdated transactions.

Accessing Backdating Posting

1. Navigate to Postings in the left sidebar

2. Select Backdating Posting

Creating a New Backdated Transaction

1. Click the Post button at the top left of the page

2. Click the Select Date field under Financial Date and select the historical date you want to post against

3. Under Account to Debit, select the account type Savings/Current or General Ledger

4. Fill in the following fields Search Account Name, Acc. No, Sort Code, Branch, Amount, Instrument No, and Narration

5. Under Account to Credit, repeat the same process for the credit entry

6. Click Post to submit the transaction

Filtering Backdating Posting Records

1. Click the Filter button at the top right of the page

2. Enter your preferred filter criteria

3. Click Apply to display the filtered results

Note: Click Reset Filter to clear all applied filters and return to the full list.