Problem: How is it possible to post (re-post) group of documents?

Solution: User following service tools for this purposes.

The FirstBit configurations provides several possible options for group posting of documents - depending on the user's goals for this action.

1. If the user needs to re-post group of one type documents for a certain period.
For example, the user needs to re-post Invoice Received documents for a month - in this case, the user can select the documents he needs in the list form (with Shift and Ctrl buttons), and then re-post the documents through the menu as it shown on picture below(this meny may be shown with mouse right button):

2.  In case when user needs to re-post some types of documents for period. For this action user should have Administrator access profile.

Use following standard option - open Function for technician:

And open in system object list Standard - Document Posting tool:

Form of this servise tools has user friendly interface:

• left area - whole list of system document types. Where user may find all types of document which he need to post anf with Add/ Add all buttons move it into right ares;
• right ares - list of selected document types. These ypes of documents will be posted with this tool.

Additionally user may set period (if it is not set - system will re-post all documents with selected types),

and mark checkboxes:

• Repost posted (means posted document will be re-posted with this service tool)
• Post Unposted (means all documents with selected types which is not posted yed - will be posted with this service tool).

After making all settitngs - choosing document types, set period and checkboxes - user should push POST button and system will complete it and show notification about it

.

3. In case if user need to post (re-post) documents connected to certain system Registers. In this case user should understand logic how system works - how documents create records in registers and then system collect data from registers for reports generation. For this action user should have Administrator access profile.

Service tools for this purpose is set Administration - Service Tools - Advanced Documents Posting.

Here in Advanced Documents Posting tool form user may select document types for posting in following way:

1. In left area it is shown the whole list of system registers (Accumulation registers, Informational registers, and General Ledger accounting register).  User may highlight register which he needs and system would show documents connected to selected registed as recorders in right area.
2. User may select (mark checkboxes) docuemnt types in right area - that types which should be reposted and it will be additionally shown in the bottom area.
3. User may set period for selected document types in the top of tool form (if there will not be selected period - system will post/ re-pots all document with selected types).
4. On Options tab user maymark additional settings.

When all settings will be done, user should push Repost Documents buttton to complete it with notification.

Thank you for being FirstBit Customer!