How to Post a Standard Transaction (Non-Batch) in Microsoft Dynamics GP

This short video demonstrates how to record a standard financial transaction for immediate posting in Microsoft Dynamics GP (Great Plains) without having to create a batch.

As shown in the video, the steps are as follows:

1. Open the Transaction Entry window
A shortcut to this window can be placed in toolbar or as a Quicklink on the Homepage

2. Select Transaction Type as "Standard" 
The Reversing option will be covered in a future blog

3. Do not enter a Batch ID

4. Enter a Transaction Date

5. Select a Source Document

6. Enter a Reference
Maximum of 30 characters

7. Select the proper Currency ID

8. Enter accounts and transaction amounts

9. Click “Post"

10. Print the posting journal
Posting Journal printing is 'on' by default, but can be turned off or modified at Tools>Setup>Posting>Posting

Please reach out if you have questions or need assistance.

Recorded by:
Alex Smyth, Senior GP Consultant
FMT Consultants