Posting Preview can now show G/L and VAT entries in hierarchical view and is easily extensible

Important

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Enabled for Public preview General availability
Users, automatically Sep 1, 2021 Oct 1, 2021

Business value

When posting journals or documents with a large number of entries, accountants want to make sure that the posting will be correct beforehand. Previewing the posting helps prevent the need for corrections, making accountants more productive.

Feature details

You can enable the new way of showing Posting Preview by choosing Extended in the Posting Preview Type field on the General Ledger Setup page.

Shows new Posting Preview Type field in General Ledger Setup page.

When the extended posting preview is turned on, you can choose to preview a posting using the Preview Posting action (or the Ctrl+Alt+F9 keyboard shortcut)—for example, on a payment journal. On the Posting Preview page, you can choose Show Hierarchical View to group the entries.

Shows new capability to show grouped view of general ledger entries in Posting Preview.

Partners can easily extend the posting preview either by adding types of ledger entries that are relevant for their industry, or by modifying the way entries are grouped.

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See also

Preview Posting Results (docs)