Posting Group Setup

Posting groups enable you to group entries. All entries in a posting group are posted at the same time. This gives you control over the reviewing and processing of your entries before they are posted.

Complete the Bid & Proposal Setup process before you create your posting groups. You must create at least one posting group for each type of entry that you plan to make in ProContractor.
Financial Module Posting Groups
  1. Create a posting group for Journal Entries on the Journal Entry Posting Group screen.
  2. Create a posting group for Reverse Journal Entries on the Reverse Journal Entry Posting Group screen.
Vendors Module Posting Groups
  1. Create a posting group for Vendor Invoice Entries on the Vendor Invoice Posting Group screen.
  2. Create a posting group for Adjusted Vendor Invoice Entries on the Vendor Invoice Adjustment Posting Group screen.
  3. Create a posting group for Vendor Payment Entries on the Vendor Payments Group screen.
  4. Create a posting group for Voided Vendor Payment Entries on the Voided Vendor Payment Group screen.
  5. Create a posting group for Purchase Order Receipt Entries on the Purchase Order Receipt Posting Group screen.
Materials Module Posting Groups
  1. Create a posting group for Inventory Adjustment Entries on the Inventory Adjustment Posting Group screen.
  2. Create a posting group for Inventory Usage Entries on the Inventory Usage Posting Group screen.
  3. Create a posting group for Inventory Usage Return Entries on the Inventory Usage Return Posting Group screen.
  4. Create a posting group for Stock Receipts Entries on the Stock Receipts Posting Group screen.
  5. Create a posting group for Warehouse Transfer Entries on the Warehouse Transfer Posting Group screen.
  6. Create a posting group for Inventory Counts Entries on the Inventory Counts Posting Group screen.
Customers Module Posting Groups
  1. Create a posting group for Customer Invoice Entries on the Customer Invoice Posting Group screen.
  2. Create a posting group for Adjusted Customer Invoice Entries on the Customer Invoice Adjustment Posting Group screen.
  3. Create a posting group for Cash Receipts Entries on the Cash Receipt Posting Group screen.
  4. Create a posting group for Voided Cash Receipts Entries on the Voided Cash Receipt Posting Group screen.
  5. Create a posting group for Finance Charge Entries on the Finance Charge Posting Group screen.
Projects Module Posting Groups
  1. Create a posting group for Contract Invoice Entries on the Contract Invoice Posting Groups screen.
  2. Create a posting group for Contract Invoice Adjustment Entries on the Contract Invoice Adjustment Posting Groups screen.
  3. Create a posting group for Time & Material Invoice Entries on the Time & Material Invoice Posting Group screen.
  4. Create a posting group for Voided Time & Material Invoice Entries on the Void Time & Material Invoice Posting Group screen.
Employees Module Posting Groups
  1. Create a posting group for Payroll Check Entries on the Payroll Check Posting Group screen.
  2. Create a posting group for Voided Payroll Check Entries on the Voided Payroll Check Posting Group screen.
Initial Balances Posting Groups
  1. Create a posting group for Existing General Ledger Balances on the General Ledger Initial Balances Posting Group Screen.
  2. Create a posting group for Existing Vendor Invoice Balances on the Vendor Invoice initial Balances Posting Group screen.
  3. Create a posting group for Existing Vendor Pre-Payment Balances on the Vendor Pre-Payment initial Balances Posting Group screen.
  4. Create a posting group for Existing Inventory Balances on the Inventory Initial Balances Posting Group screen.
  5. Create a posting group for Existing Customer Invoice Balances on the Customer Invoice Balances Posting Group screen.
  6. Create a posting group for Existing Customer On Account Balances on the Customer On Account Initial Balances Posting Group screen.
  7. Create a posting group for Existing Project Balances on the Project Initial Balances Posting Group screen.
  8. Create a posting group for Existing Contract Invoice Balances on the Contract Invoice Initial Balances Posting Group screen.
  9. Create a posting group for Existing Equipment Invoice Balances on the Equipment Initial Balances Posting Group screen.
  10. Create a posting group for Existing Subcontract Balances on the Subcontract Initial Balances Posting Group screen.
Once you complete the posting group setup process, continue to the Initial Balances Setup process.