Page 32 - Administering the System Participant Guide (SDL)

LESSON 6: MANAGING POSTING GROUPS

Learning Objectives

Interpret the settings of the system default Posting Group to identify how transactions
will be posted to the general ledger
• Describe the effects of the selection options for each field

Introduction

Posting Groups in Unanet are centralized command centers for directing transactions
posted to the General Ledger. They are used by the various posting procedures in the
system to identify the Financial Organization and Account to which a transaction should
be posted. All Unanet system installations include a “System Default” posting group that
governs general defaulting behavior and is automatically selected when a new project is
created. Custom posting groups can be created and associated with specific projects by
overriding the default on the project’s Profile > Accounting tab.

Users with the Administrator, P&R Administrator, or GL Administrator roles
can view, modify, and create custom posting groups.

Posting Groups in Unanet

The “System Default” posting group contains a complete listing of the Account
Categories used by the various posting processes or used as defaults in data entry
screens throughout Unanet. For each Account Category, the Administrator must specify
where the system should obtain the Financial Organization and General Ledger
Account that will be used to post transactions related to that Account Category. This
requires specifying the Organization Source and the combination of Account Source
Type, Account, and Account Source(s). The default posting group cannot be removed
or deactivated. Custom posting groups only contain project-related Account Categories.
The number and names of account categories cannot be changed.

Tour 6.1 – Review the System Default Posting Group
Log in as the Administrator, Ralph Durbin (rdurbin/welcome) to review the
settings in the “System Default” posting group.

Lesson 6: Managing Posting Groups ©2021 Unanet. All rights reserved.
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