Batch Post Wizard Overview

You can use the Batch Post Wizard to identify new customers, vendors, and related transactions that must be posted to Sage 300 Construction and Real Estate. The Batch Post Wizard eliminates all the guess work and provides accounting staff with complete control to post the required companies and transactions. Below is an outline of each posting step.

  1. Open the AccountingLink and select Posting > Batch Post Wizard.
  2. Select what should be posted from the Jump to dropdown and open the Batch Post Wizard for the selected item:
  3. Select View Preferences to view the posting preferences in read-only format and optionally Edit to edit the values of the preferences.

  4. Select Post on the right of the item you need to post.
  5. To post more than one items, select the checkboxes next to the items that you need to post and click Post Selected.