Postings Report

How To Reports
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Striven has a handy accounting report called the Postings Report which gathers all transactions Posting Journal data based on the filter criteria of the report and lists them. This report can be located by navigating to Accounting > Postings.

There are two (2) User Role permissions related to this report:

  • “Postings Report - View” : This permission will be required in order to view the Postings Report in Striven.
  • “Postings Report - Export” : This permission will be required to export the report to Excel.

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There is a variety of search filter options available from the Search popup on the Postings Report page to narrow down the results of your report, such as:

  • Account
  • Customer/Vendor
  • Type (which has a multi-select control to allow for the selection of multiple transaction types)
  • Transaction #
  • Date Period
  • Date Range
  • Class
  • Location
  • Item
  • Voided Status
  • Debit Amount (which includes an amount operator control with Greater Than or Equal To, Less Than or Equal To, and Equal To options)
    • This search option also includes an amount input field that works with the operator field.
  • Credit Amount (which includes an amount operator control with Greater Than or Equal To, Less Than or Equal To, and Equal To options)
    • This search option also includes an amount input field that works with the operator field.
  • Include Foreign Debit/Credit checkbox (which will append the exchange rate currency symbol and the foreign debit/credit columns to the report)
  • Foreign Currency
  • Report Basis: Accrual or Cash

You also have the ability to save searches from this popup for future use.

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The available columns on this report include Account, Type, Transaction #, Date, Customer/Vendor, Item/Location, Debit, and Credit.

  • Note: If the Foreign Currency checkbox is checked, the exchange rate currency symbol and Foreign Debit/Credit columns will also display.

This report also includes multiple sorting options, such as Date, Type, Debit Amount, and Credit Amount.

This convenient report provides users with a powerful tool for analyzing and organizing their financial data within Striven.

For more information about various Striven-related topics, you can reference our Striven User Guides. You can also browse our Striven Business Software YouTube channel for other useful Striven topics.

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