Post transactions in AI Document Capture

In AI Document Capture, you can post transactions from the AI Document Capture window or from the purchase journal.

Post transactions from the AI Document Capture window

Post transactions from the AI Document Capture window by completing these steps:

1. Identify and select the transactions you want to post.

2. Click Post selected transactions. A message will appear, letting you know how many credits will be deducted. Learn more about credits.

3. Click Yes to confirm and post the transactions.

To view posted transactions in the AI Document Capture window, select Show posted.

Post transactions from the purchase journal

You may want to (or need to) review a transaction before posting it. In this case, complete these steps:

1. Identify the transaction you want to review.
   • If a transaction has a Review needed status, you must review it before you can post it in Sage 50.
   • If a transaction has a Ready to post status, you can review the transaction if you want to, but it's not required.
2. In the Actions column, click Review to open the transaction in the purchase journal. If the transaction has a status of Review needed, a message will appear detailing the errors that need to be corrected before it can be posted.

3. In the purchase journal, review the transaction and edit the information as needed.

4. Click Post to post the transaction.