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How do I let one person prepare invoices and another post them?

The preparer saves with Posting Status Park. The checker either opens each document, changes Posting Status to Posted and saves, or lists all parked documents on Batch Posting and posts the ticked ones in one save.

Screen
Customer Invoice, Customer Invoice Memo, Collection; Accounts Receivable › Batch Posting
Who
Preparer, then chief accountant
Takes effect
On the save that posts
Needs first
Journals whose posting statuses include Park (Transaction Journal)

Steps​

  1. Preparer: on Customer Invoice (or the memo, or the Collection) set Posting Status Park and save. The document can still be edited or deleted.
  2. Checker, one at a time: open it, Edit, Posting Status Posted, Save.
  3. Checker, in bulk: open Batch Posting, pick Transaction Type and the date range (and Create By to see one preparer's work), press Create, untick what should wait, Save.

Check it worked​

  • The documents show Posted, cannot be edited, and appear in lists run with Posting Status Posted.

If something looks wrong​

  • A parked invoice is not offered on a collection. Only posted invoices are cleared. Post it first.