Posting in Causeview is the process of taking GL Code information within the Allocation record and producing a report for accounting. Posting may be done at any time, in batches, or at the end of an accounting period.
If you do not see the Post to Finance tab within the tab ribbon, click on the + at the end of the tab ribbon to access all tabs. You will find the Post to Finance tab within the list of all tabs. If you still do not see the Post to Finance tab, this means you need to enable the tab first. To enable it, follow the Enhanced Fund Accounting - Configuration Guide.
Specify a date range by selecting a Start and End Date and then click on "Search".
Causeview will then search for allocation records where the allocation date falls within the date range you specified and where the "Posted to Finance" field on the allocation record is blank. Select all the allocations you would like to post. You may select all by selecting the check box on top of the list.
Next, select a file type for the report(either CSV or Excel)
Click on "Post Allocations" to export the report. The page will refresh and will no longer display allocations that have already been posted.
The report will be downloaded on your local machine in the format you specified.
You may now open the file to view the report
Click on the look-up icon and search for the Fund you would like to allocate to and then click on Save.
You may now include these new allocations the next time you post to finance.