SmartFusion Modules > Utility Billing > Post Utility Billing to Ledger

Recent Changes: 
6.222 - Added logic to lock the "to" Transaction date and the Posting date, if the option to lock the transaction and posting dates option is checked in the fund ledger system file. If the option is set in the fund ledger system file, there will be a new checkbox visible called Edit transaction and posting dates that will allow editing of the dates as was normal prior to this change.
6.186 - Logic was updated to include posting of Budget Billed Amounts  

6.176 - The Customer Account number was added to the "Invalid Accounts Forms" if any are found during this process  

6.85 - Added functionality so that if the checkbox 'Default user when posting to ledger' is checked in user security settings for UB then the user will default to the current user.

6.78 - Added logic to create a CSV export file when selected to do so in FL system settings  

6.76 - Fixed issue where the grouping was not correct when the report was run for a date range and the "Group report data by transaction date" was checked.

Introduction

This is the screen that a user goes to post utility billing transactions to fund ledger.

Select Process

• Print & Post
• Print Only

Select output option

• Detail
• Summary
• Totals only

Enter Range to include

• User
• Transaction Date
• Posting Date

Group report data by transaction date - check to group data by transaction date
Edit transaction and posting dates - will be visible only if the option to lock the transaction and posting dates is checked in the fund ledger system file, if available, will allow editing of the transaction and posting dates as was available prior to this change.