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Posting References

Posting References are used to tie financial fields back to Tasks, Purchase Orders and Stock. New fields cannot be added here, however the grouping names can be altered using Reference Groups if required.

For more information on Reference Groups see Reference Groups.

The list of Posting References is maintained here.

Settings > Finance > Posting References

The link will open the Posting References grid. It is a grid view which can be searched, sorted and customised as normal.

To edit an existing Posting Reference click Edit . A pop up window will appear which will allow the creation or amendment of a Posting Reference.

ClosedClick to view - Posting Reference Fields and Descriptions

Complete the fields and click Save and Close .