Setting up the posting reconciliation job queue
The Posting Reconciliation Job Queue Setup defines how the job queue posts reconciliations on the Bank Acc. Reconciliation pages and in Payment Reconciliation Journals. By configuring this setup, you control which statements are processed automatically, whether posting runs in the background, and how statement dates are handled when they are blank.
This setup automates the final posting step of bank account reconciliations and payment applications. You manage the configuration from the bank account card by clicking Related > Posting Reconciliation Job Queue Setup on the action bar.
To set up automatic posting of reconciliations:
- Search () for and select Bank Accounts.
- Open the bank account card and on the action bar, click Related > Posting Reconciliation Job Queue Setup.
- Configure the fields:
- Job Queue Statement Type - select the statement type to post automatically.
- Use Job Queue - select to run posting as a background job.
- Job Queue Posting Action - choose how the job queue posts transactions. Options include Post, Post Payments Only, or Post Payments and Reconcile Bank Account.
- Statement Date Method - choose how to set the statement date when blank. For Payment Applications with Post Payments and Reconcile Bank Account, choose Today or Workdate.
When the job queue is enabled:
- On the Posting Reconciliation Job Queue Setup page, click the value in the Job Queue Status field. This opens the job queue entries created for this setup.
- Configure when and how often the job queue runs.
For general information about using job queues, see Using job queues to schedule tasks.