Control When People Can Post to the General Ledger
Restricting general ledger posting dates in Business Central: company-wide Allow Posting From and Allow Posting To fields in General Ledger Setup, with per-user overrides on the User Setup page so selected people, such as accountants, can still post in a closed period.
- Introduction to posting control
- General ledger setup overview
- Company-wide posting period settings
- User-level posting exceptions
- Summary and use case
Overview
The video shows how to control which dates people can post to the general ledger. In General Ledger Setup, the Allow Posting From and Allow Posting To fields define the company-wide posting range. The example sets the range to November through December.
When November is being closed, the company-wide range can be changed so most people can no longer post in November. The same restriction can then be overridden for specific users on the User Setup page, so a few people, such as accountants, can keep posting in that period.
Key points
- General Ledger Setup has Allow Posting From and Allow Posting To fields that set the posting date range allowed for the whole company.
- In the demo, posting was first allowed from November through December.
- To close November, the Allow Posting From date was moved forward to December 1st, so by default everyone can only post in December.
- The company-wide range can be overridden per user with the Allow Posting From and Allow Posting To fields on the User Setup page.
- In the demo, user Carlos can still post in November through his User Setup settings.
- Use case: lock a period for the whole company while leaving it open for a few selected users, such as the accountants closing the month.
Features
Every feature below: status not stated, demoed.
| Feature | At |
|---|---|
| Allow posting from and allow posting to fields | 0:26 |
| User-level posting period override | 0:51 |
AL objects mentioned
As heard in the captions. A name that matches one object page by exact type and name links to it; the others stay as named.
- page 118 “General Ledger Setup” at 0:15
- page “user setup page” at 0:51
Not found in BC28-30: page “user setup page”.
Quotes
- 0:26 “you’ll see that I’ve allowed posting with these two fields, allow posting from and allow posting to, to happen in the month of November”
- 0:38 “since we’re now closing down November, I don’t want people to post in November anymore. So, what I’m going to do is I is”
- 0:51 “I still want to allow some people to post in November. And this can then be overwritten at the user setup page”
- 1:05 “I still allow Carlos to post in the month of November with these settings in the allow posting from and allow posting to fields”
- 1:16 “lock a posting or a period down for a for the entire company while opening up for a few select people who are in”