Post multiple and settle pending items
Settle several obligations at once, or link open accounts to an entry that is already on the statement.
Access
Post multiple is on To receive and To pay. Settle pending items is on the menu of an entry in Entries.
Post multiple
Use this when several accounts on the same register were paid or received together and you want a single entry on the statement.
- On To receive or To pay, select the obligations
- Click Post multiple
- Check the list and the original amount (the sum)
- Adjust description, paid or received amount, date, register, and payment method
- Confirm
The initial description joins the account descriptions. Every account must be on the same register; otherwise the screen warns you and does not continue.
The new entry gets a Multiple badge. It only joins and displays the group. Reports use the original accounts, each with its own category and cost center.
Each original account stays individual and shows that it belongs to the group. You can open the grouped entry from the account, and the account from the entry.
Settle pending items
Use this when the money is already on the statement (a manual entry or an import) and you want to point at which open accounts that amount settled.
- Open Financial → Entries
- On the entry menu, choose Settle pending items
- Search by description and select the accounts
- Confirm
If the sum of the open items differs from the posted amount, the statement wins. The original accounts still go into reports.
The entry then shows the grouped accounts, with a Grouped badge. You cannot settle pending items on:
- a transfer between registers
- an entry that is already reconciled
- an entry inside the register reconciliation date