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Posting Multiple Documents with OneTouch

This feature is not part of the base FinancialForce Accounting package, your administratorOne or more individuals in your organization who can configure and customize the application. Users assigned the System Administrator profile have administrator privileges. must install and configure an extension package to enable it.

For information on setting up this feature, see Setting up Bulk Document Processing.

Note: Note

You cannot use this feature to post sales invoices with income schedules, and invoices or credit notes that have their tax value calculated by AvaTax.

To post up to 200 documents (excluding sales invoices with income schedules, and invoices or credit notes that have their tax value calculated by AvaTax):

Click the tab of the document type you want to post.
Choose a predefined view from the drop-down list to select the records to display. Alternatively, you can select Create New View to define your own list view.
Use the checkboxes on the left to select up to 200 documents that you want to post.
Click the OneTouch Post button. If you don't see this button, contact your administrator.
[Optional] Repeat the process as many times as required.

You are notified of the success or failure of this operation.

To monitor the progress of an asynchronous batch job, navigate to Setup, then click Monitoring | Apex Jobs. The queue lists any batch jobs that have not finished execution. The Total Batches column lists the total number of batches for the job. The Batches Processed column lists the number of batches that have been processed. See the Salesforce Help for more information.

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