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Posted February 02, 2023
In order to post transactions to the General Ledger, the fiscal year must be open and the Open Period Date must be on or before the date listed in the chart below. Additional General Ledger transactions may be added as a result of Finance Unearned / Deferred Revenue.
Record General Ledger Date Debits Credits Additional Notes
AR Invoice Issue Date Accounts Receivable Acc Invoice Items Negative invoice items amounts are translated to positive debits in the General Ledger when posting.
AR Deposit Deposit Date The general ledger receives one Debit to the bank account for the sum of all receipts. Each receipt's credit is credited to the general ledger separately. Regardless of the receipt dates of the receipts associated with the deposit, credits and debits occur on the deposit date.
AR Credit Credit Date Debit Account Credit Accounts Additional debits can be applied by specifying negative credit amounts. These negative credits are translated to positive debits in the General Ledger when posting.
Journal Entry Journal Entry Date Debit Credit
AP Invoice Post Date Invoice Items Accounts Payable Acc The Invoice Date does not impact the General Ledger
AP/Misc Payment Payment Date Debit Accounts Payment Account Negative debit amounts are translated to positive credits in the General Ledger when posting.
AP Credit Memo Credit Memo Date Debit Accounts Account to Credit Additional credits can be applied by specifying negative debit amounts. These negative debits are translated to positive credits in the General Ledger when posting.

Note
: There are several dates you may see either in the DAT or on other screens. Post Date (Vendor Invoices) - The date to use in the general ledger for reporting purposes. Posted Modified Date / Posted Modified Date Time - The date/time someone clicked the “Post” button or otherwise caused the record to be posted to transactions.
Update

Streamlined Selector and Widget Configuration

1 min read · Updated April 26, 2026

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